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 Harrogate (out of 580)
86 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
George Isherwood
Shackleton Advisers Limited
86 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Top Rated 2026
Harrogate (0.20 miles away)
Independent Financial Adviser
Verified since July, 2024
Savings/pensions: Over £100,000
Top Rated 2026
54 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Carl Hasty
Shackleton Advisers Limited
54 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Top Rated 2026
Harrogate (0.20 miles away)
Independent Financial Adviser
Verified since May, 2022
Free one hour initial consultation
Savings/pensions: Over £250,000
Top Rated 2026
51 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Ian Pine
Shackleton Advisers Limited
51 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Top Rated 2026
Harrogate (0.31 miles away)
Independent Financial Adviser
Verified since December, 2023
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
Aaron Poltorak
Shackleton Advisers Limited
43 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Top Rated 2026
Harrogate (0.31 miles away)
Independent Financial Adviser
Verified since December, 2023
Savings/pensions: Any level
Top Rated 2026
39 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Luke Bennett
Attivo Financial Ltd
39 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Top Rated 2026
Harrogate (1.41 miles away)
Independent Financial Adviser
Verified since January, 2024
Free one hour initial consultation
Savings/pensions: Over £250,000
Top Rated 2026