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- Investments and Savings
- Pensions
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- Retirement income (annuities, drawdown)
- Pension Transfers
- Inheritance Planning
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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 Wakefield (out of 733)
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.
42 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Chris Law
Chris Law Mortgages
42 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Top Rated 2025
Wakefield (2.02 miles away)
Independent Mortgage Adviser
Verified since May, 2019
Mortgage value: Any level
Top Rated 2025
9 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Angeline MacLaren
Navigation Wealth Management Ltd
9 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Top Rated 2025
Wakefield (1.77 miles away)
Restricted Financial Adviser
Verified since April, 2020
Savings/pensions: Any level
Top Rated 2025
14 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Ryan Milne
Kate Bailey Financial Planning Ltd
14 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Top Rated 2025
Wakefield (1.34 miles away)
Restricted Financial Adviser
Verified since April, 2023
Savings/pensions: Any level
Top Rated 2025
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21 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Kate Bailey
Kate Bailey Financial Planning Ltd
21 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Top Rated 2025
Wakefield (1.17 miles away)
Restricted Financial Adviser
Verified since October, 2023
Savings/pensions: Any level
Top Rated 2025
34 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Siju Raju Varghese
Owl Financial
34 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Top Rated 2025
Limited Protection Adviser
Wakefield (1.10 miles away)
Verified since October, 2024
Top Rated 2025