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- Investments and Savings
- Pensions
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- Retirement income (annuities, drawdown)
- Pension Transfers
- Inheritance Planning
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- 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 Riding-Mill (out of 211)
Our Best Match algorithm, which uses a combination of factors such as distance from your location and number of reviews, suggests this professional is the best suited to you based on your filter selections.
31 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Karl Lamb
Newcastle Financial Advisers Limited
31 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Hexham (5.35 miles away)
Restricted Financial Adviser
Verified since June, 2020
Savings/pensions: Any level
36 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Beverley Ager
Aviva Equity Release Advice
36 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Limited Equity Release Adviser
Wylam (6.37 miles away)
Verified since November, 2023
30 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Kate Boon
Lifeplan Financial Management Ltd
30 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Consett (8.59 miles away)
Independent Financial Adviser
Verified since September, 2018
Free one hour initial consultation
Savings/pensions: Over £100,000
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6 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Gary Barnes
Lifeplan Financial Management Ltd
6 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Hexham (4.89 miles away)
Independent Financial Adviser
Verified since September, 2018
Free one hour initial consultation
Savings/pensions: Over £100,000
12 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
John Wright
True Potential Wealth Management LLP
12 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Newcastle Upon Tyne (10.55 miles away)
Restricted Financial Adviser
Verified since May, 2020
Free 30 minute initial consultation
Savings/pensions: Over £50,000