The top 5 rated and reviewed Financial Advisers & IFAs in Wales

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Pensions
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Retirement income (annuities, drawdown)
Pension Transfers
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Financial Mentoring
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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

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An independent adviser can advise across a sufficiently diverse range of products to ensure that the client’s objectives can be suitably met. They are in no way limited to products provided by companies they work for

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All Financial Advisers are required to hold a level 4 qualification in financial advice recognised by the Financial Conduct Authority. Some advisers have also achieved higher level advanced qualifications, such as Chartered status

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A fixed fee adviser charges a set price to undertake a specific piece of work.

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

0203 111 0583

Do you need a pension transfer specialist?

Do you need a pension transfer specialist?