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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 Yarm (out of 359)
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.
30 recent reviews
This is the number of reviews the adviser has received in the last 12 months
Keeley Macaulay
Mortgage 1st
30 recent reviews
This is the number of reviews the adviser has received in the last 12 months
Top Rated 2025
Stockton On Tees (6.35 miles away)
Independent Mortgage Adviser
Verified since April, 2020
Free one hour initial consultation
Mortgage value: Any level
Top Rated 2025
60 recent reviews
This is the number of reviews the adviser has received in the last 12 months
Olivia Vickers
Newcastle Financial Advisers Limited
60 recent reviews
This is the number of reviews the adviser has received in the last 12 months
Top Rated 2025
Middlesbrough (6.92 miles away)
Restricted Financial Adviser
Verified since October, 2023
Free one hour initial consultation
Savings/pensions: Any level
Top Rated 2025
12 recent reviews
This is the number of reviews the adviser has received in the last 12 months
Don Axtell
True Potential Wealth Management LLP
12 recent reviews
This is the number of reviews the adviser has received in the last 12 months
Top Rated 2025
Stockton On Tees (6.55 miles away)
Restricted Financial Adviser
Verified since April, 2018
Free one hour initial consultation
Savings/pensions: Over £50,000
Top Rated 2025
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5 recent reviews
This is the number of reviews the adviser has received in the last 12 months
Daniel Bishara
Daniel Bishara Financial Planning Ltd
5 recent reviews
This is the number of reviews the adviser has received in the last 12 months
Stockton On Tees (0.61 miles away)
Restricted Financial Adviser
Verified since December, 2021
Savings/pensions: Any level
15 recent reviews
This is the number of reviews the adviser has received in the last 12 months
Simon Warne
New World Financial Group
15 recent reviews
This is the number of reviews the adviser has received in the last 12 months
Top Rated 2025
Stockton On Tees (3.61 miles away)
Independent Financial Adviser
Verified since November, 2021
Free one hour initial consultation
Savings/pensions: Any level
Top Rated 2025