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 Holywood (out of 60)
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.
23 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Laura Marie Lewis
Laura Lewis Financial Ltd
23 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Belfast (4.89 miles away)
Limited Mortgage Adviser
Verified since November, 2025
Mortgage value: Any level
36 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Paul McCoubrey
Navigate IFA
36 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Belfast (3.06 miles away)
Independent Financial Adviser
Verified since September, 2022
Savings/pensions: Over £50,000
Mortgage value: Over £100,000
25 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Gareth Elliott
Newbridge Financial Planning Limited
25 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Belfast (4.50 miles away)
Independent Financial Adviser
Verified since January, 2017
Savings/pensions: Any level
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16 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Paul Muckle
Quilter Financial Advisers Ltd
16 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Belfast (3.13 miles away)
Restricted Financial Adviser
Verified since March, 2024
Free one hour initial consultation
Savings/pensions: Any level
Mortgage value: Over £100,000
18 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Michael Hamill
Navigate IFA
18 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Belfast (3.06 miles away)
Independent Financial Adviser
Verified since September, 2022
Savings/pensions: Over £100,000
Mortgage value: Over £100,000