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 Pershore (out of 648)
55 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Mihai Nechifor
Owl Financial
55 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Top Rated 2026
Limited Protection Adviser
Pershore (0.26 miles away)
Verified since March, 2024
Top Rated 2026
105 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Matthew Williams
Ascot Lloyd
105 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Top Rated 2026
Worcester (7.97 miles away)
Independent Financial Adviser
Verified since December, 2024
Free 30 minute initial consultation
Savings/pensions: Over £250,000
Top Rated 2026
74 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Paul Urmston
Fresh Approach Financial Planning Limited
74 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Top Rated 2026
Malvern (9.75 miles away)
Independent Financial Adviser
Verified since July, 2019
Free one hour initial consultation
Savings/pensions: Over £100,000
Mortgage value: Over £100,000
Top Rated 2026
15 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Andy Williams
Attivo Financial Ltd
15 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Top Rated 2026
Banbury (1.85 miles away)
Independent Financial Adviser
Verified since November, 2024
Savings/pensions: Over £250,000
Top Rated 2026
28 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Steve Perera
Britannic Place Financial Management
28 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Top Rated 2026
Worcester (8.75 miles away)
Independent Financial Adviser
Verified since October, 2018
Free one hour initial consultation
Savings/pensions: Over £500,000
Top Rated 2026