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- Investments and Savings
- Pensions
- Mortgages
- Retirement income (annuities, drawdown)
- Pension Transfers
- Inheritance Planning
- Equity Release
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- Long Term Care
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- 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 Folkestone (out of 456)
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.
25 recent reviews
This is the number of reviews the adviser has received in the last 12 months
Ben Taylor
Consolidare Wealth Management Ltd
25 recent reviews
This is the number of reviews the adviser has received in the last 12 months
Top Rated 2025
Folkestone (1.23 miles away)
Independent Financial Adviser
Verified since May, 2020
Up to £200 discount on fees
Savings/pensions: Over £100,000
Top Rated 2025
18 recent reviews
This is the number of reviews the adviser has received in the last 12 months
Dave Mcmanus
True Potential Wealth Management LLP
18 recent reviews
This is the number of reviews the adviser has received in the last 12 months
Folkestone (0.65 miles away)
Restricted Financial Adviser
Verified since May, 2025
Free one hour initial consultation
Savings/pensions: Any level
1 recent reviews
This is the number of reviews the adviser has received in the last 12 months
Nathan Harris
Strategic Solutions Chartered Financial Planners
1 recent reviews
This is the number of reviews the adviser has received in the last 12 months
Folkestone (0.65 miles away)
Independent Financial Adviser
Verified since April, 2018
Free one hour initial consultation
Savings/pensions: Over £100,000
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4 recent reviews
This is the number of reviews the adviser has received in the last 12 months
Rebecca Hammett
Talis Financial Advisers Ltd
4 recent reviews
This is the number of reviews the adviser has received in the last 12 months
Folkestone (1.08 miles away)
Independent Financial Adviser
Verified since March, 2025
Free one hour initial consultation
Savings/pensions: Over £100,000
30 recent reviews
This is the number of reviews the adviser has received in the last 12 months
Lisa Howes
Tipping and Webb
30 recent reviews
This is the number of reviews the adviser has received in the last 12 months
Top Rated 2025
Dover (7.99 miles away)
Limited Mortgage Adviser
Verified since February, 2024
Free 30 minute initial consultation
Mortgage value: Any level
Top Rated 2025