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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 Watlington (out of 1195)
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.
15 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Harj Heer
Logic Financial Services Ltd.
15 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Top Rated 2025
Watlington (0.30 miles away)
Independent Financial Adviser
Verified since April, 2019
Free one hour initial consultation
Savings/pensions: Over £250,000
Mortgage value: Over £500,000
Top Rated 2025
3 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Alex Roberts
Wise Investment
3 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Wallingford (4.30 miles away)
Independent Financial Adviser
Verified since April, 2025
Free one hour initial consultation
Savings/pensions: Over £100,000
8 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Alex Hatfield
The Private Office
8 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Top Rated 2025
Princes Risborough (8.96 miles away)
Independent Financial Adviser
Verified since January, 2018
Free one hour initial consultation
Savings/pensions: Over £500,000
Top Rated 2025
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119 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Nadia Vorokhib
New World Finance
119 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Top Rated 2025
High Wycombe (11.34 miles away)
Independent Mortgage Adviser
Verified since December, 2023
Free 30 minute initial consultation
Mortgage value: Any level
Top Rated 2025
15 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Daniel Denham
Denham Wealth Management LLP
15 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Wallingford (5.85 miles away)
Restricted Financial Adviser
Verified since November, 2020
Savings/pensions: Any level