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- Investments and Savings
- Pensions
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- Retirement income (annuities, drawdown)
- Pension Transfers
- Inheritance Planning
- Equity Release
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- Long Term Care
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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 Warlingham (out of 1328)
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.
40 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Jean Carlo Gonzales
Mi Casa Mortgages
40 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Top Rated 2026
Croydon (4.43 miles away)
Independent Mortgage Adviser
Verified since January, 2021
Mortgage value: Any level
Top Rated 2026
38 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Joe Favata
Primo Mortgage and Protection
38 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Top Rated 2026
Purley (3.25 miles away)
Independent Mortgage Adviser
Verified since December, 2025
Mortgage value: Any level
Top Rated 2026
17 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Ken Kennison
Quilter Financial Advisers Ltd
17 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Top Rated 2026
Warlingham (0.04 miles away)
Restricted Financial Adviser
Verified since January, 2025
Free one hour initial consultation
Savings/pensions: Over £50,000
Top Rated 2026
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23 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Paul Standerwick
MLP Wealth Management Ltd
23 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Top Rated 2026
Surrey (3.71 miles away)
Independent Financial Adviser
Verified since October, 2014
Free one hour initial consultation
Savings/pensions: Over £500,000
Mortgage value: Over £500,000
Top Rated 2026
79 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
James Annely
MLP Wealth Management Ltd
79 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Top Rated 2026
Banstead (6.42 miles away)
Independent Financial Adviser
Verified since October, 2023
Free one hour initial consultation
Savings/pensions: Over £250,000
Mortgage value: Over £500,000
Top Rated 2026