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 Potters-Bar (out of 1381)
33 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Filip Slipaczek
Slipaczek Chartered Financial Planners
33 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Top Rated 2026
Barnet (3.17 miles away)
Independent Financial Adviser
Verified since November, 2017
Free one hour initial consultation
Savings/pensions: Over £100,000
Top Rated 2026
60 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Roshan Vitharanage
BVS Mortgages & Financial Services Ltd
60 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Top Rated 2026
London (6.67 miles away)
Limited Mortgage Adviser
Verified since June, 2020
Mortgage value: Over £250,000
Top Rated 2026
13 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Naomi Haynes
Naomi Haynes Financial Planning
13 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Top Rated 2026
Hatfield (1.74 miles away)
Restricted Financial Adviser
Verified since March, 2021
Savings/pensions: Any level
Top Rated 2026
43 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Danish Kamran
Thomas Oliver UK LLP
43 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Top Rated 2026
Enfield (6.14 miles away)
Limited Mortgage Adviser
Verified since December, 2021
Free 30 minute initial consultation
Mortgage value: Any level
Top Rated 2026
5 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Stephen Cooper
Lifetime Wealth Management Limited
5 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Potters Bar (0.53 miles away)
Restricted Financial Adviser
Verified since January, 2021
Free one hour initial consultation
Savings/pensions: Any level