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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 Taunton (out of 399)
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.
2 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Jack Cooper
Cooper Associates Wealth Management Ltd
2 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Taunton (0.24 miles away)
Restricted Financial Adviser
Verified since September, 2018
Savings/pensions: Any level
32 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Simon Cutler
Blackdown Financial
32 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Taunton (0.14 miles away)
Independent Financial Adviser
Verified since December, 2015
Free one hour initial consultation
Savings/pensions: Over £250,000
10 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Daniel White
White Financial Services
10 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Taunton (0.28 miles away)
Independent Mortgage Adviser
Verified since February, 2022
Free one hour initial consultation
Mortgage value: Over £100,000
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19 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Richard Davies
Peter Harding Wealth Management
19 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Taunton (0.61 miles away)
Restricted Financial Adviser
Verified since September, 2021
Savings/pensions: Over £100,000
2 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Jason Challis
Cooper Associates Wealth Management Ltd
2 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Somerset (0.24 miles away)
Restricted Financial Adviser
Verified since October, 2023
Savings/pensions: Any level