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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 Stafford (out of 698)
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.
40 recent reviews
This is the number of reviews the adviser has received in the last 12 months
Lisa Jackson
Integrity Mortgage Solutions Ltd
40 recent reviews
This is the number of reviews the adviser has received in the last 12 months
Top Rated 2025
Stafford (2.11 miles away)
Independent Mortgage Adviser
Verified since August, 2017
Free one hour initial consultation
Mortgage value: Any level
Top Rated 2025
19 recent reviews
This is the number of reviews the adviser has received in the last 12 months
Steven Hendry
Stonegate Wealth Management
19 recent reviews
This is the number of reviews the adviser has received in the last 12 months
Top Rated 2025
Stone (6.58 miles away)
Independent Financial Adviser
Verified since July, 2012
Free one hour initial consultation
Savings/pensions: Over £250,000
Top Rated 2025
16 recent reviews
This is the number of reviews the adviser has received in the last 12 months
Richard Hollington
Fairstone Financial Management Limited
16 recent reviews
This is the number of reviews the adviser has received in the last 12 months
Top Rated 2025
Stone (6.12 miles away)
Independent Financial Adviser
Verified since October, 2013
Free one hour initial consultation
Savings/pensions: Over £500,000
Top Rated 2025
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18 recent reviews
This is the number of reviews the adviser has received in the last 12 months
James Morris
Paton-Feaver Chartered Financial Planners
18 recent reviews
This is the number of reviews the adviser has received in the last 12 months
Top Rated 2025
Stafford (0.38 miles away)
Restricted Financial Adviser
Verified since November, 2024
Savings/pensions: Any level
Top Rated 2025
10 recent reviews
This is the number of reviews the adviser has received in the last 12 months
Jane Jackson
Jane Jackson Financial Solutions
10 recent reviews
This is the number of reviews the adviser has received in the last 12 months
Top Rated 2025
Stone (6.41 miles away)
Limited Mortgage Adviser
Verified since May, 2020
Free one hour initial consultation
Mortgage value: Any level
Top Rated 2025