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- Investments and Savings
- Pensions
- Mortgages
- Retirement income (annuities, drawdown)
- Pension Transfers
- Inheritance Planning
- Equity Release
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- Auto Enrolment
- Long Term Care
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- 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 Stratford-Upon-Avon (out of 693)
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.
1 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Michael Harvey
Charters Private Wealth
1 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Stratford Upon Avon (1.21 miles away)
Independent Financial Adviser
Verified since November, 2018
Free one hour initial consultation
Savings/pensions: Over £500,000
13 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Sophie Collett
Sophie Collett Mortgage Adviser
13 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Top Rated 2025
Warwick (7.28 miles away)
Independent Mortgage Adviser
Verified since March, 2024
Mortgage value: Any level
Top Rated 2025
2 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Christopher Payton
Be Wealth LLP
2 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Stratford Upon Avon (0.15 miles away)
Independent Financial Adviser
Verified since June, 2016
Free one hour initial consultation
Savings/pensions: Over £250,000
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30 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Frazer Laird
Beaufort Wealth Management Ltd
30 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Top Rated 2025
Warwick (6.66 miles away)
Independent Financial Adviser
Verified since November, 2024
Savings/pensions: Any level
Top Rated 2025
12 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Jason Harris
88 Capital Wealth Management
12 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Top Rated 2025
Alcester (6.43 miles away)
Independent Financial Adviser
Verified since December, 2020
Free one hour initial consultation
Savings/pensions: Over £100,000
Top Rated 2025