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
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 Galashiels (out of 165)
8 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Beverley Riddell
Global Advice Group Ltd
8 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Top Rated 2026
Melrose (6.87 miles away)
Independent Financial Adviser
Verified since July, 2023
Savings/pensions: Any level
Mortgage value: Over £250,000
Top Rated 2026
239 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Patrick Glennon
Patrick James Solutions
239 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Appleby In Westmorland (73.72 miles away)
Independent Mortgage Adviser
Verified since August, 2026
Free one hour initial consultation
Mortgage value: Any level
85 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Katrina Bruce
Mearns & Company
85 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Top Rated 2026
Edinburgh (28.23 miles away)
Independent Financial Adviser
Verified since March, 2024
Savings/pensions: Over £500,000
Top Rated 2026
45 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Andrew Middlemiss
Middlemiss and Associates Limited
45 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Top Rated 2026
Dunbar (28.53 miles away)
Restricted Financial Adviser
Verified since June, 2020
Free 30 minute initial consultation
Savings/pensions: Any level
Top Rated 2026
43 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Glen Stephenson
True Potential Wealth Management LLP
43 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Top Rated 2026
South Shields (71.87 miles away)
Restricted Financial Adviser
Verified since May, 2021
Free one hour initial consultation
Mortgage value: Any level
Savings/pensions: Any level
Top Rated 2026