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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
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 Watford (out of 1405)
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.
20 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Jonathan Willis
Future Start Independent Financial Planning Limited
20 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Watford (0.59 miles away)
Independent Financial Adviser
Verified since October, 2018
Free 30 minute initial consultation
Savings/pensions: Over £500,000
7 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Robin Thomas
RS Financial Limited
7 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Northwood (3.64 miles away)
Independent Mortgage Adviser
Verified since March, 2021
Mortgage value: Any level
75 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Roshan Vitharanage
BVS Mortgages & Financial Services Ltd
75 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
London (6.85 miles away)
Limited Mortgage Adviser
Verified since June, 2020
Mortgage value: Over £250,000
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6 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Dilip Kandaiah
IJK Financial Solutions Limited
6 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Pinner (2.92 miles away)
Independent Mortgage Adviser
Verified since November, 2016
Mortgage value: Over £250,000
10 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Matthew Tumbridge
MTFA
10 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Watford (0.61 miles away)
Independent Financial Adviser
Verified since January, 2023
Savings/pensions: Any level