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 London (out of 1378)
94 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Dawn Buckland
Timothy James and Partners Ltd
94 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
London (0.31 miles away)
Independent Financial Adviser
Verified since September, 2026
Mortgage value: Any level
Savings/pensions: Any level
60 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Jamie Pearson
Westminster Wealth Management LLP
60 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Top Rated 2026
London (0.94 miles away)
Independent Financial Adviser
Verified since July, 2023
Free one hour initial consultation
Savings/pensions: Over £250,000
Top Rated 2026
44 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Paul Hart
Medical Family Finance
44 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Top Rated 2026
London (0.90 miles away)
Restricted Financial Adviser
Verified since August, 2020
Free one hour initial consultation
Savings/pensions: Over £500,000
Top Rated 2026
72 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Paul Kippin
Timothy James and Partners Ltd
72 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
London (0.31 miles away)
Independent Financial Adviser
Verified since August, 2026
Free one hour initial consultation
Savings/pensions: Over £500,000
Mortgage value: Over £500,000
98 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Philip Steer
Timothy James and Partners Ltd
98 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
London (0.31 miles away)
Independent Financial Adviser
Verified since September, 2026
Savings/pensions: Over £250,000
Mortgage value: Over £250,000