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 North-Berwick (out of 143)
27 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Ranald Hall
Gilson Gray Financial Management LLP
27 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Top Rated 2026
North Berwick (0.18 miles away)
Restricted Financial Adviser
Verified since July, 2025
Savings/pensions: Any level
Top Rated 2026
27 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Rachel Stewart
Traprain Financial
27 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Top Rated 2026
East Lothian (5.05 miles away)
Restricted Financial Adviser
Verified since August, 2021
Savings/pensions: Any level
Top Rated 2026
45 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Andrew Middlemiss
Middlemiss and Associates Limited
45 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Top Rated 2026
Dunbar (8.99 miles away)
Restricted Financial Adviser
Verified since June, 2020
Free 30 minute initial consultation
Savings/pensions: Any level
Top Rated 2026
17 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Raymond Broomfield
AFH Wealth Management
17 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Top Rated 2026
Dunbar (9.16 miles away)
Independent Financial Adviser
Verified since September, 2020
Free one hour initial consultation
Savings/pensions: Any level
Top Rated 2026
7 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Graham Wells
Wellstech Financial Ltd t/a GroWiser Financial Coaching
7 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Top Rated 2026
Financial Coach
Haddington (7.86 miles away)
Verified since January, 2022
Free 30 minute initial consultation
Top Rated 2026