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 Livingston (out of 194)
33 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Colin Welsh
Shackleton Advisers Limited
33 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Top Rated 2026
Livingston (2.22 miles away)
Independent Financial Adviser
Verified since August, 2022
Free one hour initial consultation
Savings/pensions: Over £250,000
Top Rated 2026
0 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Graham J McComb
Money Advice & Planning
0 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Livingston (2.22 miles away)
Independent Mortgage Adviser
Verified since February, 2018
Free one hour initial consultation
Mortgage value: Any level
9 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Lucy Logan
Calderwood Financial Planning Ltd
9 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Top Rated 2026
East Calder Livingston (1.70 miles away)
Restricted Financial Adviser
Verified since December, 2021
Savings/pensions: Over £100,000
Top Rated 2026
24 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Steven Auldjo
Dynamic Wealth Solutions Ltd
24 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Top Rated 2026
West Calder (4.33 miles away)
Restricted Financial Adviser
Verified since March, 2024
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
Martin Heslop
Sutherland Mayfair Financial Planning Ltd
26 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Top Rated 2026
Linlithgow (7.00 miles away)
Restricted Financial Adviser
Verified since June, 2020
Free one hour initial consultation
Savings/pensions: Over £50,000
Top Rated 2026