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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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- 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 Neston (out of 517)
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.
57 recent reviews
This is the number of reviews the adviser has received in the last 12 months
Gary Davies
Ellis Bates Financial Advisers (part of Shackleton)
57 recent reviews
This is the number of reviews the adviser has received in the last 12 months
Top Rated 2025
Prenton (6.97 miles away)
Independent Financial Adviser
Verified since July, 2022
Free one hour initial consultation
Savings/pensions: Over £100,000
Top Rated 2025
11 recent reviews
This is the number of reviews the adviser has received in the last 12 months
Helen Brown
Phillip Bates & Co Financial Services Limited
11 recent reviews
This is the number of reviews the adviser has received in the last 12 months
Top Rated 2025
Wirral (0.34 miles away)
Independent Financial Adviser
Verified since March, 2015
Free one hour initial consultation
Savings/pensions: Any level
Top Rated 2025
66 recent reviews
This is the number of reviews the adviser has received in the last 12 months
Daniel Gilligan
HCI Chartered Financial Planners
66 recent reviews
This is the number of reviews the adviser has received in the last 12 months
Top Rated 2025
Hawarden (7.12 miles away)
Independent Financial Adviser
Verified since December, 2024
Mortgage value: Any level
Savings/pensions: Any level
Top Rated 2025
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5 recent reviews
This is the number of reviews the adviser has received in the last 12 months
Siobhan Martin
CH Mortgages NW LTD
5 recent reviews
This is the number of reviews the adviser has received in the last 12 months
Prenton (6.35 miles away)
Independent Mortgage Adviser
Verified since March, 2025
Mortgage value: Any level
10 recent reviews
This is the number of reviews the adviser has received in the last 12 months
Laura Pearson
Storeton Rose Financial Planning Ltd
10 recent reviews
This is the number of reviews the adviser has received in the last 12 months
Top Rated 2025
Wirral (4.80 miles away)
Independent Financial Adviser
Verified since May, 2024
Free one hour initial consultation
Mortgage value: Any level
Savings/pensions: Any level
Top Rated 2025