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 Preston (out of 587)
22 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Kelly Pickup
Perspective (Springfield)
22 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Preston (1.64 miles away)
Independent Financial Adviser
Verified since May, 2026
Free one hour initial consultation
Savings/pensions: Over £50,000
19 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Ailsa Thomas
Perspective (Springfield)
19 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Preston (1.64 miles away)
Independent Financial Adviser
Verified since November, 2018
Free one hour initial consultation
Savings/pensions: Over £250,000
6 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Jon Doyle
Juniper Wealth
6 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Preston (1.01 miles away)
Independent Financial Adviser
Verified since January, 2020
Free 30 minute initial consultation
Savings/pensions: Over £100,000
19 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Mark Russel
Amber River True Bearing
19 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Preston (2.42 miles away)
Independent Financial Adviser
Verified since January, 2026
Free one hour initial consultation
Savings/pensions: Over £100,000
Mortgage value: Over £100,000
13 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Katy Allen
One Four Nine Wealth Limited
13 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Preston (1.79 miles away)
Independent Financial Adviser
Verified since February, 2026
Savings/pensions: Over £250,000