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- 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 Olney (out of 940)
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.
33 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Nicola Watts
Jane Smith Financial Planning Limited
33 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Olney (0.57 miles away)
Independent Financial Adviser
Verified since October, 2017
Savings/pensions: Over £250,000
54 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Michael Pitt
Just Mortgages Direct Limited
54 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Bedford (3.35 miles away)
Limited Mortgage Adviser
Verified since September, 2023
Mortgage value: Any level
38 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Jason McConkey
Insight Wealth Financial Advisers Ltd
38 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Northampton (7.11 miles away)
Independent Financial Adviser
Verified since December, 2022
Savings/pensions: Over £100,000
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28 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Marc Dicks-Jones
Insight Wealth Financial Advisers Ltd
28 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Northampton (7.11 miles away)
Independent Financial Adviser
Verified since December, 2022
Free 30 minute initial consultation
Savings/pensions: Over £100,000
75 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Andrew Flowers
Vizion Wealth Chartered Financial Planners
75 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Stony Stratford (9.34 miles away)
Independent Financial Adviser
Verified since October, 2016
Free one hour initial consultation
Savings/pensions: Over £100,000