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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 Broadstone (out of 411)
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.
113 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Matthew Winchester
Pocock Sanders Limited
113 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Top Rated 2025
Bournemouth (4.63 miles away)
Independent Financial Adviser
Verified since January, 2024
Free one hour initial consultation
Savings/pensions: Over £50,000
Top Rated 2025
44 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Matthew Dudley
Pocock Sanders Limited
44 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Top Rated 2025
Bournemouth (4.54 miles away)
Independent Financial Adviser
Verified since January, 2025
Free one hour initial consultation
Savings/pensions: Over £500,000
Top Rated 2025
43 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Tony Davies
F1RST Financial Services Ltd
43 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Top Rated 2025
Poole (4.11 miles away)
Restricted Financial Adviser
Verified since August, 2023
Savings/pensions: Any level
Top Rated 2025
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15 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Toby Evans
Toby Evans Financial Planning Ltd
15 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Wimborne (1.32 miles away)
Independent Financial Adviser
Verified since May, 2025
Free one hour initial consultation
Savings/pensions: Any level
27 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
David Sheppard
Eight Wealth Management, Principal Partner of St. James's Place
27 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Top Rated 2025
Broadstone (0.33 miles away)
Restricted Financial Adviser
Verified since January, 2022
Savings/pensions: Any level
Top Rated 2025