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 Lytham-St-Annes (out of 496)
31 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Richard Lloyd
Aviva Equity Release Advice
31 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Top Rated 2026
Limited Equity Release Adviser
Lytham St Annes (0.59 miles away)
Verified since September, 2022
Top Rated 2026
22 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Ben Wrigley
Adcas Financial Management Ltd
22 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Top Rated 2026
Blackpool (4.72 miles away)
Independent Financial Adviser
Verified since August, 2016
Free one hour initial consultation
Savings/pensions: Over £50,000
Top Rated 2026
39 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Laura Duncan
Continuum (Financial Services) LLP
39 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Top Rated 2026
Thornton Cleveleys (8.04 miles away)
Independent Financial Adviser
Verified since January, 2025
Savings/pensions: Over £100,000
Mortgage value: Over £100,000
Top Rated 2026
14 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Kerry Quirke
Viva Retirement Solutions
14 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
Blackpool (2.74 miles away)
Verified since October, 2021
Top Rated 2026
14 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Marc Bennett
Whitewood Mortgages
14 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Top Rated 2026
Lytham St Annes (0.63 miles away)
Independent Mortgage Adviser
Verified since May, 2019
Free one hour initial consultation
Mortgage value: Any level
Top Rated 2026