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Services
- Investments and Savings
- Pensions
- Mortgages
- Retirement income (annuities, drawdown)
- Pension Transfers
- Inheritance Planning
- Equity Release
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- 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 Upminster (out of 1212)
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.
30 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Bradley Moore
Connect Mortgages
30 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Top Rated 2025
Hornchurch (1.24 miles away)
Independent Mortgage Adviser
Verified since July, 2023
Mortgage value: Any level
Top Rated 2025
23 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
George Dott
Riverside Financial Consultants Limited
23 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Upminster (0.19 miles away)
Restricted Financial Adviser
Verified since May, 2025
Free one hour initial consultation
Savings/pensions: Any level
31 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Andy King
Ellis Bates Financial Advisers (part of Shackleton)
31 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Top Rated 2025
Grays (5.49 miles away)
Independent Financial Adviser
Verified since July, 2022
Free one hour initial consultation
Savings/pensions: Over £100,000
Top Rated 2025
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17 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Fiona Morpurgo
Morpurgo Wealth
17 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Top Rated 2025
Romford (4.39 miles away)
Independent Financial Adviser
Verified since April, 2020
Free one hour initial consultation
Savings/pensions: Over £50,000
Top Rated 2025
9 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
David Bean
Municipal Financial Planning
9 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Top Rated 2025
Hornchurch (1.49 miles away)
Restricted Financial Adviser
Verified since December, 2020
Mortgage value: Any level
Savings/pensions: Any level
Top Rated 2025