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 Oxford (out of 1029)
44 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Shaun Nicholson
Nicholson Brown
44 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Top Rated 2026
Oxford (2.62 miles away)
Independent Mortgage Adviser
Verified since December, 2024
Free one hour initial consultation
Mortgage value: Any level
Top Rated 2026
12 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Gavin Carley
The Residential Mortgage Hub
12 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Top Rated 2026
Oxford (1.21 miles away)
Independent Mortgage Adviser
Verified since October, 2016
Free one hour initial consultation
Mortgage value: Any level
Top Rated 2026
23 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Alexander Peters-Bean
Ox and Hart Financial Services
23 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Top Rated 2026
Oxford (2.60 miles away)
Limited Mortgage Adviser
Verified since October, 2019
Free one hour initial consultation
Mortgage value: Any level
Top Rated 2026
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30 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Paul Davidson
Strategic Vision Wealth Management
30 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Top Rated 2026
Kidlington (5.18 miles away)
Independent Financial Adviser
Verified since September, 2019
Free one hour initial consultation
Savings/pensions: Over £500,000
Top Rated 2026
7 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Erin Rigault
Mycontinuum.co.uk
7 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Abingdon (3.25 miles away)
Independent Financial Adviser
Verified since March, 2019
Free one hour initial consultation
Savings/pensions: Over £100,000
Mortgage value: Over £100,000