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 Plymouth (out of 123)
13 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Megan Sutton
Clarity Wealth Management
13 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Top Rated 2026
Plymouth (0.17 miles away)
Independent Financial Adviser
Verified since February, 2023
Free one hour initial consultation
Savings/pensions: Any level
Mortgage value: Over £250,000
Top Rated 2026
24 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Fred Selwyn
Attivo Financial Ltd
24 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Top Rated 2026
Plymouth (1.17 miles away)
Independent Financial Adviser
Verified since September, 2025
Free one hour initial consultation
Savings/pensions: Any level
Top Rated 2026
29 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Matt Garnett
Francis Clark Financial Planning Ltd
29 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Plymouth (1.43 miles away)
Independent Financial Adviser
Verified since April, 2026
Savings/pensions: Any level
25 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Ruby Craven
Francis Clark Financial Planning Ltd
25 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Plymouth (1.43 miles away)
Independent Financial Adviser
Verified since April, 2026
Savings/pensions: Any level
16 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Josh Hay
Clarity Wealth Management
16 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Top Rated 2026
Plymouth (0.17 miles away)
Independent Financial Adviser
Verified since July, 2025
Free one hour initial consultation
Savings/pensions: Any level
Top Rated 2026