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
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 Welwyn (out of 1365)
88 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Dean McSloy
The Private Office
88 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Top Rated 2026
Harpenden (5.51 miles away)
Independent Financial Adviser
Verified since November, 2018
Free one hour initial consultation
Savings/pensions: Over £500,000
Top Rated 2026
34 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Scott Atkinson
GPFM
34 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Top Rated 2026
Hertford (6.09 miles away)
Independent Financial Adviser
Verified since December, 2022
Savings/pensions: Over £250,000
Top Rated 2026
41 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Oliver Bailey
Just Mortgages Direct Limited
41 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Top Rated 2026
Herts (1.66 miles away)
Limited Mortgage Adviser
Verified since January, 2025
Free one hour initial consultation
Mortgage value: Any level
Top Rated 2026
18 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Joe Sheridan
Intelligent Pensions Ltd
18 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Top Rated 2026
Hertfordshire (1.64 miles away)
Independent Financial Adviser
Verified since October, 2023
Savings/pensions: Over £100,000
Top Rated 2026
28 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Brian Abrey
Abrey Private Clients LLP
28 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Top Rated 2026
Harpenden (5.50 miles away)
Restricted Financial Adviser
Verified since September, 2020
Savings/pensions: Over £250,000
Mortgage value: Over £250,000
Top Rated 2026