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 Weston-Super-Mare (out of 472)
10 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Greg Charlton
True Potential Wealth Management LLP
10 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Weston Super Mare (0.49 miles away)
Restricted Financial Adviser
Verified since December, 2020
Free one hour initial consultation
Savings/pensions: Over £50,000
70 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Alex Turco
Positive Wealth Creation Ltd
70 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Top Rated 2026
Burnham On Sea (7.53 miles away)
Independent Financial Adviser
Verified since October, 2022
Free 30 minute initial consultation
Savings/pensions: Over £50,000
Top Rated 2026
26 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Weyshen Chiang
Aureus Wealth Management
26 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Top Rated 2026
Weston Super Mare (3.33 miles away)
Independent Financial Adviser
Verified since July, 2022
Free one hour initial consultation
Savings/pensions: Over £50,000
Top Rated 2026
12 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Catherine Collar
Collar Mortgage Services Limited
12 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Top Rated 2026
Weston Super Mare (2.58 miles away)
Independent Mortgage Adviser
Verified since September, 2020
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
Claire Watson
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
Banwell (4.67 miles away)
Restricted Financial Adviser
Verified since November, 2023
Savings/pensions: Any level
Top Rated 2026