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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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- Long Term Care
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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 Sandy (out of 927)
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.
15 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Charlotte Gibbon
Independent Personal Financial Management Ltd
15 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Top Rated 2025
Biggleswade (2.82 miles away)
Independent Financial Adviser
Verified since December, 2020
Free one hour initial consultation
Savings/pensions: Over £100,000
Top Rated 2025
11 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Jenny Jackson
Premier Plus Ltd
11 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Top Rated 2025
Biggleswade (2.88 miles away)
Independent Financial Adviser
Verified since July, 2014
Free one hour initial consultation
Savings/pensions: Over £50,000
Top Rated 2025
20 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Kandeepan Shanmuganathan
Lilac Financial Limited
20 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Top Rated 2025
Limited Protection Adviser
Bedford (8.95 miles away)
Verified since October, 2020
Top Rated 2025
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31 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Tom Filipczak
LifeSearch
31 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Top Rated 2025
Whole of Market Protection Adviser
Bedford (7.48 miles away)
Verified since January, 2023
Top Rated 2025
5 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Paul Gray
Hathaway Gray Limited
5 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Top Rated 2025
St Neots (5.05 miles away)
Restricted Financial Adviser
Verified since October, 2023
Free 30 minute initial consultation
Savings/pensions: Over £100,000
Mortgage value: Over £100,000
Top Rated 2025