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 Halesowen (out of 694)
56 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Jack Noott
Meriden Financial Planning Limited
56 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Top Rated 2026
Stourbridge (4.07 miles away)
Independent Financial Adviser
Verified since February, 2021
Free one hour initial consultation
Savings/pensions: Over £100,000
Mortgage value: Over £100,000
Top Rated 2026
59 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Chris Guttridge
True Potential Wealth Management LLP
59 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Top Rated 2026
Birmingham (6.86 miles away)
Restricted Financial Adviser
Verified since June, 2021
Free 30 minute initial consultation
Savings/pensions: Over £250,000
Top Rated 2026
96 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Paul De Vries
Ascot Lloyd
96 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Top Rated 2026
Birmingham (6.71 miles away)
Independent Financial Adviser
Verified since January, 2025
Savings/pensions: Over £250,000
Top Rated 2026
69 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Aaron White
Ascot Lloyd
69 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Birmingham (6.71 miles away)
Independent Financial Adviser
Verified since June, 2026
Savings/pensions: Over £250,000
11 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Peter Hunt
Moneywatch Finance
11 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Top Rated 2026
Halesowen (0.83 miles away)
Independent Mortgage Adviser
Verified since October, 2018
Mortgage value: Any level
Top Rated 2026