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- Investments and Savings
- Pensions
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- Retirement income (annuities, drawdown)
- Pension Transfers
- Inheritance Planning
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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 Whitley-Bay (out of 167)
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.
42 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Charlie Wallace
Four Rivers Financial Planning Limited
42 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Top Rated 2026
Wallsend (2.97 miles away)
Restricted Financial Adviser
Verified since January, 2024
Free one hour initial consultation
Savings/pensions: Any level
Top Rated 2026
116 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Michael Seery
Michael Seery Financial Planning Ltd
116 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Top Rated 2026
Newcastle Upon Tyne (7.10 miles away)
Restricted Financial Adviser
Verified since March, 2025
Free one hour initial consultation
Savings/pensions: Any level
Top Rated 2026
72 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Natalie Turner
Natalie Turner Wealth Management
72 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Top Rated 2026
Newcastle Upon Tyne (8.04 miles away)
Restricted Financial Adviser
Verified since May, 2021
Savings/pensions: Over £250,000
Top Rated 2026
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22 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
David Mitchell
Newcastle Financial Advisers Limited
22 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Top Rated 2026
Whitley Bay (0.32 miles away)
Restricted Financial Adviser
Verified since June, 2020
Savings/pensions: Any level
Top Rated 2026
26 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Mark Winship
Newcastle Financial Advisers Limited
26 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Top Rated 2026
South Shields (3.48 miles away)
Restricted Financial Adviser
Verified since June, 2020
Free 30 minute initial consultation
Savings/pensions: Any level
Top Rated 2026