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 Sutton-Coldfield (out of 689)
59 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Chris Guttridge
True Potential Wealth Management LLP
59 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Top Rated 2026
Birmingham (6.77 miles away)
Restricted Financial Adviser
Verified since June, 2021
Free 30 minute initial consultation
Savings/pensions: Over £250,000
Top Rated 2026
100 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Paul De Vries
Ascot Lloyd
100 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Top Rated 2026
Birmingham (6.85 miles away)
Independent Financial Adviser
Verified since January, 2025
Savings/pensions: Over £250,000
Top Rated 2026
20 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Amanda Reid
Gemini Wealth Management Limited
20 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Sutton Coldfield (0.43 miles away)
Independent Financial Adviser
Verified since December, 2013
Free 30 minute initial consultation
Savings/pensions: Over £100,000
51 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Wendy Fellows
Colmore Partners
51 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Birmingham (6.87 miles away)
Independent Financial Adviser
Verified since April, 2026
Free one hour initial consultation
Savings/pensions: Over £500,000
22 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Ross Foxall
Warwick Wealth Management Ltd
22 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Top Rated 2026
Sutton Coldfield (2.39 miles away)
Independent Financial Adviser
Verified since March, 2020
Free one hour initial consultation
Savings/pensions: Over £50,000
Top Rated 2026