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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
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An independent adviser can advise across a sufficiently diverse range of products to ensure that the client’s objectives can be suitably met. They are in no way limited to products provided by companies they work for
All Financial Advisers are required to hold a level 4 qualification in financial advice recognised by the Financial Conduct Authority. Some advisers have also achieved higher level advanced qualifications, such as Chartered status
A fixed fee adviser charges a set price to undertake a specific piece of work.
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 Oakham (out of 543)
Best Match 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.
70 reviews
5 recent reviews
This is the number of reviews the adviser has received in the last 12 months
Jo Calver
Calver Wealth Management
5 recent reviews
This is the number of reviews the adviser has received in the last 12 months
Top Rated 2025
Oakham (1.18 miles away)
Restricted Financial Adviser
Verified since March, 2021
Savings/pensions: Over £100,000
Top Rated 2025
68 reviews
2 recent reviews
This is the number of reviews the adviser has received in the last 12 months
Nick Henbrey
Grayson Lewis Financial Planning
2 recent reviews
This is the number of reviews the adviser has received in the last 12 months
Oakham (0.15 miles away)
Restricted Financial Adviser
Verified since August, 2020
Savings/pensions: Over £50,000
Mortgage value: Over £100,000
309 reviews
3 recent reviews
This is the number of reviews the adviser has received in the last 12 months
Nimon Davey
iMortgage Group
3 recent reviews
This is the number of reviews the adviser has received in the last 12 months
Stamford (10.48 miles away)
Independent Mortgage Adviser
Verified since March, 2016
Free one hour initial consultation
Mortgage value: Any level
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117 reviews
9 recent reviews
This is the number of reviews the adviser has received in the last 12 months
Stephen Hunt
Raven Wealth
9 recent reviews
This is the number of reviews the adviser has received in the last 12 months
Top Rated 2025
Grantham (7.72 miles away)
Independent Financial Adviser
Verified since May, 2018
Savings/pensions: Any level
Top Rated 2025
18 reviews
10 recent reviews
This is the number of reviews the adviser has received in the last 12 months
Tobias Colton
Tobias Colton Wealth Management
10 recent reviews
This is the number of reviews the adviser has received in the last 12 months
Top Rated 2025
Rutland (3.89 miles away)
Restricted Financial Adviser
Verified since November, 2021
Savings/pensions: Over £100,000
Top Rated 2025