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- Investments and Savings
- Pensions
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- Retirement income (annuities, drawdown)
- Pension Transfers
- Inheritance Planning
- Equity Release
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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 Rotherham (out of 778)
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.
30 recent reviews
This is the number of reviews the adviser has received in the last 12 months
Brian Beech
Futures Assured Limited
30 recent reviews
This is the number of reviews the adviser has received in the last 12 months
Top Rated 2025
Sheffield (3.53 miles away)
Independent Mortgage Adviser
Verified since March, 2019
Free one hour initial consultation
Mortgage value: Any level
Top Rated 2025
32 recent reviews
This is the number of reviews the adviser has received in the last 12 months
Damion Keyworth
Perspective (Hawley & Wood)
32 recent reviews
This is the number of reviews the adviser has received in the last 12 months
Rotherham (0.47 miles away)
Independent Financial Adviser
Verified since June, 2025
Free 30 minute initial consultation
Savings/pensions: Over £100,000
43 recent reviews
This is the number of reviews the adviser has received in the last 12 months
Robert Wilkinson
Fogwill & Jones Wealth Management
43 recent reviews
This is the number of reviews the adviser has received in the last 12 months
Top Rated 2025
Sheffield (7.62 miles away)
Independent Financial Adviser
Verified since October, 2023
Savings/pensions: Any level
Top Rated 2025
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12 recent reviews
This is the number of reviews the adviser has received in the last 12 months
Nik Lambert
AFH Wealth Management
12 recent reviews
This is the number of reviews the adviser has received in the last 12 months
Top Rated 2025
Rotherham (4.64 miles away)
Independent Financial Adviser
Verified since November, 2022
Savings/pensions: Over £250,000
Top Rated 2025
2 recent reviews
This is the number of reviews the adviser has received in the last 12 months
Andrew Ball
Fogwill & Jones Wealth Management
2 recent reviews
This is the number of reviews the adviser has received in the last 12 months
Sheffield (5.67 miles away)
Independent Financial Adviser
Verified since November, 2017
Free one hour initial consultation
Savings/pensions: Over £100,000