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 Sheffield (out of 820)
15 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Brian Beech
Futures Assured Limited
15 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Top Rated 2026
Sheffield (2.40 miles away)
Independent Mortgage Adviser
Verified since March, 2019
Free one hour initial consultation
Mortgage value: Any level
Top Rated 2026
8 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Robert Wilkinson
Fogwill & Jones Wealth Management
8 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Top Rated 2026
Sheffield (2.24 miles away)
Independent Financial Adviser
Verified since October, 2023
Savings/pensions: Any level
Top Rated 2026
41 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Adam Parker
Perspective (North East) Limited
41 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Top Rated 2026
Sheffield (0.14 miles away)
Independent Financial Adviser
Verified since November, 2025
Savings/pensions: Any level
Top Rated 2026
40 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Jennifer Storey
WealthStorey Financial Planning Ltd
40 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Sheffield (2.92 miles away)
Independent Financial Adviser
Verified since July, 2026
Free one hour initial consultation
Savings/pensions: Over £100,000
62 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Damion Keyworth
Perspective (North East) Limited
62 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Top Rated 2026
Rotherham (5.63 miles away)
Independent Financial Adviser
Verified since June, 2025
Free one hour initial consultation
Savings/pensions: Over £100,000
Top Rated 2026