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 Putney (out of 1347)
33 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Clare McCarthy
The Private Office
33 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Top Rated 2026
London (0.31 miles away)
Independent Financial Adviser
Verified since November, 2021
Free one hour initial consultation
Savings/pensions: Over £250,000
Top Rated 2026
15 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Matthew McClurg
Aviva Financial Advice
15 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Top Rated 2026
London (0.23 miles away)
Restricted Financial Adviser
Verified since May, 2025
Savings/pensions: Over £250,000
Top Rated 2026
0 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Andrew Nicolson
Innovative Wealth Strategies
0 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
London (0.59 miles away)
Independent Financial Adviser
Verified since June, 2023
Free one hour initial consultation
Savings/pensions: Over £50,000
6 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Hailey Roos
Fort Veritas Wealth Ltd
6 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Top Rated 2026
London (0.33 miles away)
Restricted Financial Adviser
Verified since October, 2025
Free one hour initial consultation
Savings/pensions: Over £100,000
Mortgage value: Over £250,000
Top Rated 2026
0 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Reinaldo Soto-Rosa
RSR Weath Management
0 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Top Rated 2026
London (0.98 miles away)
Restricted Financial Adviser
Verified since November, 2020
Savings/pensions: Over £50,000
Mortgage value: Over £250,000
Top Rated 2026