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 Oldham (out of 789)
27 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Simon Taylor
Bury Financial Advisers Limited
27 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Top Rated 2026
Oldham (2.02 miles away)
Independent Financial Adviser
Verified since November, 2023
Free one hour initial consultation
Savings/pensions: Over £50,000
Top Rated 2026
26 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Karl Bonworth
Aviva Financial Advice
26 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Top Rated 2026
Lancashire (1.60 miles away)
Restricted Financial Adviser
Verified since May, 2025
Savings/pensions: Over £250,000
Top Rated 2026
42 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Alison Walker
Aviva Equity Release Advice
42 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
Stalybridge (5.07 miles away)
Verified since November, 2023
Top Rated 2026
12 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Steven Jarzyna
SMJ Financial Planning Ltd
12 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Top Rated 2026
Manchester (3.72 miles away)
Restricted Financial Adviser
Verified since February, 2024
Free one hour initial consultation
Savings/pensions: Over £50,000
Top Rated 2026
32 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Michelle Woodward
Radiant Financial Planning Ltd
32 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Top Rated 2026
Oldham (4.25 miles away)
Independent Financial Adviser
Verified since March, 2025
Savings/pensions: Any level
Top Rated 2026