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 Knutsford (out of 734)
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.
32 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
David Smith
Forethought Financial
32 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Knutsford (2.00 miles away)
Restricted Financial Adviser
Verified since December, 2020
Savings/pensions: Over £50,000
28 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Richard Wilkinson
Wilkinson Financial Management
28 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Alderley Edge (5.78 miles away)
Restricted Financial Adviser
Verified since December, 2021
Savings/pensions: Over £100,000
27 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Dacre Staines
DBL Asset Management
27 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Wilmslow (5.91 miles away)
Independent Financial Adviser
Verified since May, 2023
Free one hour initial consultation
Savings/pensions: Over £250,000
Need help?
Let our team find the right adviser for you
34 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Stefan Stimpson
Bespoke Mortgage Solutions
34 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Altrincham (6.75 miles away)
Independent Mortgage Adviser
Verified since November, 2017
Free one hour initial consultation
Mortgage value: Any level
55 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Paul Kozyra
PK Finance
55 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Crewe (7.02 miles away)
Limited Mortgage Adviser
Verified since January, 2018
Free one hour initial consultation
Mortgage value: Any level