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 Inverurie (out of 50)
22 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Craig Loney
Advanced Financial Planning
22 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Top Rated 2026
Inverurie (0.19 miles away)
Restricted Financial Adviser
Verified since December, 2018
Free one hour initial consultation
Savings/pensions: Over £50,000
Top Rated 2026
26 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Neil Aspinall
Truly Independent Limited
26 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Top Rated 2026
Inverurie (7.18 miles away)
Independent Financial Adviser
Verified since January, 2021
Free one hour initial consultation
Savings/pensions: Over £100,000
Top Rated 2026
8 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Ian Coffey
JLM Mortgage Services
8 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Top Rated 2026
Westhill (6.39 miles away)
Independent Mortgage Adviser
Verified since August, 2024
Free one hour initial consultation
Mortgage value: Any level
Top Rated 2026
65 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Kieran Taylor
Welsh & Taylor Wealth
65 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Top Rated 2026
Aberdeen (12.87 miles away)
Independent Financial Adviser
Verified since June, 2020
Savings/pensions: Over £250,000
Top Rated 2026
13 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Peter Hope
Acumen Financial Planning
13 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Top Rated 2026
Westhill (9.45 miles away)
Independent Financial Adviser
Verified since August, 2024
Free one hour initial consultation
Savings/pensions: Over £250,000
Top Rated 2026