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 Halifax (out of 756)
22 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Toby Turner
IFT Wealth Management Ltd
22 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Top Rated 2026
Halifax (0.24 miles away)
Independent Financial Adviser
Verified since November, 2019
Free one hour initial consultation
Savings/pensions: Over £100,000
Top Rated 2026
69 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Sheena Doherty
Sovereign Wealth Ltd
69 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Top Rated 2026
Cleckheaton (5.78 miles away)
Restricted Financial Adviser
Verified since July, 2019
Savings/pensions: Any level
Top Rated 2026
35 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Naomi Robinson
Naomi Financial
35 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Top Rated 2026
Huddersfield (5.19 miles away)
Independent Mortgage Adviser
Verified since March, 2024
Free one hour initial consultation
Mortgage value: Any level
Top Rated 2026
34 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
John Wyllie
Perspective (Brighter)
34 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Top Rated 2026
Sowerby Bridge (2.73 miles away)
Independent Financial Adviser
Verified since November, 2024
Savings/pensions: Any level
Top Rated 2026
18 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Ross McFadzean
Perspective (Brighter)
18 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Top Rated 2026
Sowerby Bridge (2.73 miles away)
Independent Financial Adviser
Verified since June, 2025
Savings/pensions: Over £100,000
Top Rated 2026