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- 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 St-Albans (out of 1411)
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.
47 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Alexander Bland
Sapphire Financial Planning Ltd
47 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
St Albans (0.09 miles away)
Restricted Financial Adviser
Verified since January, 2021
Savings/pensions: Any level
23 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
April Leeson
The Private Office
23 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
St Albans (0.29 miles away)
Independent Financial Adviser
Verified since January, 2021
Free one hour initial consultation
Savings/pensions: Over £250,000
24 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Brian Abrey
Abrey Private Clients LLP
24 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Harpenden (3.97 miles away)
Restricted Financial Adviser
Verified since September, 2020
Savings/pensions: Over £250,000
Mortgage value: Over £250,000
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19 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Chris Vincent
Petrichor Financial Solutions
19 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
St Albans (0.09 miles away)
Restricted Financial Adviser
Verified since May, 2023
Savings/pensions: Over £50,000
75 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Roshan Vitharanage
BVS Mortgages & Financial Services Ltd
75 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
London (10.37 miles away)
Limited Mortgage Adviser
Verified since June, 2020
Mortgage value: Over £250,000