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Services
- Investments and Savings
- Pensions
- Mortgages
- Retirement income (annuities, drawdown)
- Pension Transfers
- Inheritance Planning
- Equity Release
- Insurance and Protection
- Auto Enrolment
- Long Term Care
- Financial Planning
- Financial Mentoring
- Financial Coaching
Do you need a pension transfer specialist?
YES - choose if:
- You want to transfer a final salary or defined benefit pension (one from your employer that promises to pay out a certain income based on how much you earn when you retire)
- You want to transfer a pension (either through your employer or a personal one) that has a guaranteed benefit, like a Guaranteed Minimum Pension
- PLEASE NOTE that transferring out of a final salary scheme is unlikely to be in the best interests of most people
NO - choose if:
- You want to transfer a pension you have through your employer that is made up only from regular contributions from your salary, plus added regular contributions from your employer
- You want to transfer a standard personal pension you’ve previously set up
- You want to transfer a pension where you have a ‘Guaranteed Annuity Rate’, but no other types of guaranteed benefit
Not sure? Find out more about pension types at the Pensions Advisory Service website
Filter results:
Services
- Investments and Savings
- Pensions
- Mortgages
- Retirement income (annuities, drawdown)
- Pension Transfers
- Inheritance Planning
- Equity Release
- Insurance and Protection
- Auto Enrolment
- Long Term Care
- Financial Planning
- Financial Mentoring
- Financial Coaching
Do you need a pension transfer specialist?
YES - choose if:
- You want to transfer a final salary or defined benefit pension (one from your employer that promises to pay out a certain income based on how much you earn when you retire)
- You want to transfer a pension (either through your employer or a personal one) that has a guaranteed benefit, like a Guaranteed Minimum Pension
- PLEASE NOTE that transferring out of a final salary scheme is unlikely to be in the best interests of most people
NO - choose if:
- You want to transfer a pension you have through your employer that is made up only from regular contributions from your salary, plus added regular contributions from your employer
- You want to transfer a standard personal pension you’ve previously set up
- You want to transfer a pension where you have a ‘Guaranteed Annuity Rate’, but no other types of guaranteed benefit
Not sure? Find out more about pension types at the Pensions Advisory Service website
Savings/Pensions Level
Adviser Gender
Showing the top 5 rated and reviewed Financial Advisers and Mortgage Brokers near Fareham (out of 770)
Our Best Match algorithm, which uses a combination of factors such as distance from your location and number of reviews, suggests this professional is the best suited to you based on your filter selections.
44 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Ian Riggs
Eight Financial Advice
44 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Whitely (2.85 miles away)
Restricted Financial Adviser
Verified since September, 2021
Savings/pensions: Over £100,000
Mortgage value: Over £250,000
43 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Jason Eldrid
Sheraton Financial Planning Ltd
43 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Fareham (3.13 miles away)
Independent Financial Adviser
Verified since September, 2013
Free one hour initial consultation
Savings/pensions: Over £100,000
32 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Michelle Lawson
Lawson Financial Ltd
32 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Fareham (2.57 miles away)
Independent Mortgage Adviser
Verified since May, 2014
Free one hour initial consultation
Mortgage value: Over £100,000
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37 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Nick Clegg
Eight Financial Advice
37 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Fareham (2.85 miles away)
Restricted Financial Adviser
Verified since March, 2024
Savings/pensions: Any level
55 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
James Thornton
Eight Financial Advice
55 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Fareham (2.85 miles away)
Restricted Financial Adviser
Verified since April, 2025
Savings/pensions: Any level