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- 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 Fleet (out of 1366)
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.
26 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Geoff Day
Wilcox Day Wealth Management Ltd
26 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Fleet (1.54 miles away)
Restricted Financial Adviser
Verified since June, 2019
Savings/pensions: Over £50,000
23 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
James Gill
J G Wealth Ltd
23 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Fleet (0.61 miles away)
Restricted Financial Adviser
Verified since August, 2020
Mortgage value: Any level
Savings/pensions: Any level
42 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Alan Wall
Eight Financial Advice
42 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Farnborough (4.23 miles away)
Restricted Financial Adviser
Verified since June, 2021
Savings/pensions: Over £50,000
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23 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Joseph Webster
Webster Associates Ltd
23 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Hook (3.19 miles away)
Restricted Financial Adviser
Verified since October, 2019
Savings/pensions: Over £50,000
17 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Andrew Coles
Ovation Finance
17 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Fleet (1.31 miles away)
Independent Financial Adviser
Verified since November, 2024
Free one hour initial consultation
Savings/pensions: Over £250,000