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- Investments and Savings
- Pensions
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- Retirement income (annuities, drawdown)
- Pension Transfers
- Inheritance Planning
- Equity Release
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- Long Term Care
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- 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 Maesteg (out of 277)
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.
23 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Oliver Huntley
Elite Independent Mortgages Ltd.
23 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Top Rated 2025
Bridgend (5.32 miles away)
Independent Mortgage Adviser
Verified since December, 2019
Mortgage value: Any level
Top Rated 2025
25 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Paul Morris
JM Wealth Planning
25 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Top Rated 2025
Neath (7.14 miles away)
Independent Financial Adviser
Verified since December, 2020
Free one hour initial consultation
Savings/pensions: Any level
Top Rated 2025
13 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Danni Watts-Jones
DWJ Wealth Management Ltd
13 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Top Rated 2025
Port Talbot (6.68 miles away)
Restricted Financial Adviser
Verified since November, 2021
Savings/pensions: Any level
Top Rated 2025
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0 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Richard Baron
Sterling Welsh Ltd
0 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Bridgend (8.06 miles away)
Independent Mortgage Adviser
Verified since June, 2020
Free 30 minute initial consultation
Savings/pensions: Any level
11 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Martin Beazer
Savvy Wealth Management
11 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Pontyclun (10.63 miles away)
Independent Financial Adviser
Verified since May, 2017
Free one hour initial consultation
Savings/pensions: Over £100,000