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- Investments and Savings
- Pensions
- Mortgages
- Retirement income (annuities, drawdown)
- Pension Transfers
- Inheritance Planning
- Equity Release
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- Long Term Care
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- 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 Penarth (out of 432)
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.
41 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Ajith Samarawickrama
BVS Mortgages & Financial Services Ltd
41 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Top Rated 2026
Cardiff (2.62 miles away)
Limited Mortgage Adviser
Verified since September, 2025
Free 30 minute initial consultation
Mortgage value: Over £100,000
Top Rated 2026
43 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Lisa Best (previously Fletcher)
BPR Protect Limited
43 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Top Rated 2026
Cardiff (2.96 miles away)
Limited Mortgage Adviser
Verified since January, 2020
Free one hour initial consultation
Mortgage value: Over £50,000
Top Rated 2026
90 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Craig Paley
Morris Paley Wealth Management Limited
90 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Cardiff (3.11 miles away)
Restricted Financial Adviser
Verified since February, 2026
Savings/pensions: Any level
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36 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Lucy Gulwell James
Creating Mortgage Solutions
36 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Top Rated 2026
Barry (5.71 miles away)
Independent Mortgage Adviser
Verified since May, 2020
Mortgage value: Any level
Top Rated 2026
54 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Sam Parry
Attivo Financial Ltd
54 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Top Rated 2026
Cardiff (3.13 miles away)
Independent Financial Adviser
Verified since November, 2023
Free one hour initial consultation
Savings/pensions: Over £250,000
Top Rated 2026