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 Kenilworth (out of 765)
44 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Ravinder Ghuman
Beaufort Wealth Management Ltd
44 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Top Rated 2026
Leamington Spa (5.45 miles away)
Independent Financial Adviser
Verified since September, 2016
Savings/pensions: Over £50,000
Top Rated 2026
4 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
James Marston
Marston & Co Financial Services Ltd
4 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Top Rated 2026
Leamington Spa (4.64 miles away)
Restricted Financial Adviser
Verified since November, 2022
Free one hour initial consultation
Savings/pensions: Over £50,000
Top Rated 2026
21 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Sophie Collett
Sophie Collett Mortgage Adviser
21 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Top Rated 2026
Warwick (5.41 miles away)
Independent Mortgage Adviser
Verified since March, 2024
Mortgage value: Any level
Top Rated 2026
12 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Roy Tozer
Viva Retirement Solutions
12 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Top Rated 2026
Whole of Market Equity Release Adviser
Coventry (3.93 miles away)
Verified since February, 2024
Top Rated 2026
31 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Pirasath Kanesiah
Owl Financial
31 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Top Rated 2026
Limited Protection Adviser
Coventry (5.45 miles away)
Verified since June, 2024
Top Rated 2026