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- 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 Walsall (out of 674)
73 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Jason Barefoot
Ascot Lloyd
73 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Top Rated 2026
Wolverhampton (6.29 miles away)
Independent Financial Adviser
Verified since December, 2023
Savings/pensions: Over £50,000
Top Rated 2026
9 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Dave Horniblow
GHL Direct
9 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Top Rated 2026
Birmingham (3.69 miles away)
Limited Mortgage Adviser
Verified since May, 2017
Free 30 minute initial consultation
Mortgage value: Any level
Top Rated 2026
26 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
26 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Top Rated 2026
Sutton Coldfield (4.56 miles away)
Independent Financial Adviser
Verified since March, 2020
Free one hour initial consultation
Savings/pensions: Over £50,000
Top Rated 2026
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6 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Jordan Reid
Serenity Financial Planning Ltd
6 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Walsall (3.14 miles away)
Independent Financial Adviser
Verified since March, 2026
Free one hour initial consultation
Savings/pensions: Over £100,000
13 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
13 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Sutton Coldfield (6.62 miles away)
Independent Financial Adviser
Verified since December, 2013
Free 30 minute initial consultation
Savings/pensions: Over £100,000