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 Wincanton (out of 463)
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.
9 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
James Craw
True Potential Wealth Management LLP
9 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Top Rated 2025
Sherborne (6.11 miles away)
Restricted Financial Adviser
Verified since August, 2019
Free one hour initial consultation
Savings/pensions: Over £250,000
Top Rated 2025
47 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Nathan Steele
Heritage & Co UK Limited
47 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Top Rated 2025
Radstock (13.44 miles away)
Restricted Financial Adviser
Verified since February, 2019
Savings/pensions: Over £50,000
Mortgage value: Over £250,000
Top Rated 2025
25 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Simon Dawes
Cooper Associates Wealth Management Ltd
25 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Top Rated 2025
Yeovil (10.58 miles away)
Restricted Financial Adviser
Verified since September, 2018
Savings/pensions: Any level
Top Rated 2025
Need help?
Let our team find the right adviser for you
15 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Peter Harding
Peter Harding Wealth Management
15 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Top Rated 2025
Shaftesbury (10.12 miles away)
Restricted Financial Adviser
Verified since April, 2019
Savings/pensions: Any level
Top Rated 2025
24 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Sam Thorne
Northseam - Independent Financial Planning
24 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Top Rated 2025
Yeovil (12.81 miles away)
Independent Financial Adviser
Verified since September, 2018
Free one hour initial consultation
Savings/pensions: Over £100,000
Top Rated 2025