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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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- 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 1321)
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.
48 recent reviews
This is the number of reviews the adviser has received in the last 12 months
Scott Atkinson
GPFM
48 recent reviews
This is the number of reviews the adviser has received in the last 12 months
Top Rated 2025
Hertford (6.09 miles away)
Independent Financial Adviser
Verified since December, 2022
Savings/pensions: Over £250,000
Top Rated 2025
49 recent reviews
This is the number of reviews the adviser has received in the last 12 months
Alexander Bland
Sapphire Financial Planning Ltd
49 recent reviews
This is the number of reviews the adviser has received in the last 12 months
Top Rated 2025
St Albans (7.63 miles away)
Restricted Financial Adviser
Verified since January, 2021
Savings/pensions: Any level
Top Rated 2025
28 recent reviews
This is the number of reviews the adviser has received in the last 12 months
Joe Sheridan
Intelligent Pensions Ltd
28 recent reviews
This is the number of reviews the adviser has received in the last 12 months
Top Rated 2025
Hertfordshire (1.64 miles away)
Independent Financial Adviser
Verified since October, 2023
Savings/pensions: Over £100,000
Top Rated 2025
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27 recent reviews
This is the number of reviews the adviser has received in the last 12 months
Oliver Bailey
Just Mortgages Direct Limited
27 recent reviews
This is the number of reviews the adviser has received in the last 12 months
Top Rated 2025
Herts (1.66 miles away)
Limited Mortgage Adviser
Verified since January, 2025
Free one hour initial consultation
Mortgage value: Any level
Top Rated 2025
63 recent reviews
This is the number of reviews the adviser has received in the last 12 months
Liam Warrilow
Alban Financial Services
63 recent reviews
This is the number of reviews the adviser has received in the last 12 months
Top Rated 2025
Harpenden (5.46 miles away)
Limited Mortgage Adviser
Verified since November, 2024
Free one hour initial consultation
Mortgage value: Over £100,000
Top Rated 2025