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 York (out of 510)
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.
18 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Mark Fisher
Ardent Financial Planning
18 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
York (0.72 miles away)
Independent Financial Adviser
Verified since November, 2020
Free one hour initial consultation
Savings/pensions: Over £250,000
21 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Ellie Jarvis
The Private Office
21 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
York (1.38 miles away)
Independent Financial Adviser
Verified since September, 2022
Free one hour initial consultation
Savings/pensions: Over £250,000
17 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Ruth Norman
Ardent Financial Planning
17 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
York (0.72 miles away)
Independent Financial Adviser
Verified since December, 2024
Free one hour initial consultation
Savings/pensions: Over £250,000
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11 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Al Spall
MAP Financial Planning Limited
11 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
York (2.20 miles away)
Independent Financial Adviser
Verified since January, 2021
Free one hour initial consultation
Savings/pensions: Over £100,000
17 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Niall Middleton
Minster Financial Planning Ltd
17 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
York (0.10 miles away)
Restricted Financial Adviser
Verified since November, 2023
Free one hour initial consultation
Savings/pensions: Any level