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 Ilkley (out of 659)
40 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
George Hicks
The Private Office
40 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Top Rated 2026
Keighley (3.77 miles away)
Independent Financial Adviser
Verified since February, 2020
Free one hour initial consultation
Savings/pensions: Over £250,000
Top Rated 2026
27 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Simon Horsfall
Vista Financial Management Ltd
27 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Top Rated 2026
Leeds (5.94 miles away)
Independent Mortgage Adviser
Verified since April, 2019
Free one hour initial consultation
Mortgage value: Over £250,000
Top Rated 2026
24 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Thomas Hatley
Christopher Little & Co
24 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Top Rated 2026
Otley (5.50 miles away)
Restricted Financial Adviser
Verified since November, 2018
Free one hour initial consultation
Savings/pensions: Over £250,000
Top Rated 2026
22 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Spencer Bennett
Argentis Wealth Management
22 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Top Rated 2026
Ilkley (0.56 miles away)
Independent Financial Adviser
Verified since December, 2023
Savings/pensions: Any level
Top Rated 2026
54 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Daniel Lea
The Private Office
54 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Top Rated 2026
Leeds (9.76 miles away)
Independent Financial Adviser
Verified since May, 2021
Free one hour initial consultation
Savings/pensions: Over £500,000
Top Rated 2026