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 Wetherby (out of 566)
22 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Tom Stones
North Yorkshire Financial Planning Ltd
22 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Top Rated 2026
Harrogate (2.95 miles away)
Restricted Financial Adviser
Verified since May, 2021
Savings/pensions: Over £50,000
Top Rated 2026
21 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Richard Dickinson
Dickinson Wealth Management Ltd
21 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Top Rated 2026
Wetherby (0.38 miles away)
Restricted Financial Adviser
Verified since November, 2021
Savings/pensions: Over £100,000
Top Rated 2026
20 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Andrew Elson
Berry & Oak
20 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Top Rated 2026
Wetherby (2.38 miles away)
Independent Financial Adviser
Verified since March, 2021
Free one hour initial consultation
Savings/pensions: Over £500,000
Top Rated 2026
47 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Carl Hasty
Shackleton Advisers Limited
47 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Top Rated 2026
Harrogate (7.61 miles away)
Independent Financial Adviser
Verified since May, 2022
Free one hour initial consultation
Savings/pensions: Over £250,000
Top Rated 2026
78 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
George Isherwood
Shackleton Advisers Limited
78 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Top Rated 2026
Harrogate (7.61 miles away)
Independent Financial Adviser
Verified since July, 2024
Savings/pensions: Over £100,000
Top Rated 2026