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:
Savings/Pensions Level
Adviser Gender
Distance
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 Taunton (out of 355)
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.
197 reviews
58 recent reviews
This is the number of reviews the adviser has received in the last 12 months
Jack Cooper
Cooper Associates Wealth Management Ltd
58 recent reviews
This is the number of reviews the adviser has received in the last 12 months
Top Rated 2025
Taunton (0.24 miles away)
Restricted Financial Adviser
Verified since September, 2018
Savings/pensions: Any level
Top Rated 2025
211 reviews
22 recent reviews
This is the number of reviews the adviser has received in the last 12 months
Simon Cutler
Blackdown Financial
22 recent reviews
This is the number of reviews the adviser has received in the last 12 months
Top Rated 2025
Taunton (0.14 miles away)
Independent Financial Adviser
Verified since December, 2015
Free one hour initial consultation
Savings/pensions: Over £100,000
Mortgage value: Over £100,000
Top Rated 2025
98 reviews
33 recent reviews
This is the number of reviews the adviser has received in the last 12 months
Jason Challis
Cooper Associates Wealth Management Ltd
33 recent reviews
This is the number of reviews the adviser has received in the last 12 months
Top Rated 2025
Somerset (0.24 miles away)
Restricted Financial Adviser
Verified since October, 2023
Savings/pensions: Any level
Top Rated 2025
Need help?
Let our team find the right adviser for you
227 reviews
19 recent reviews
This is the number of reviews the adviser has received in the last 12 months
Daniel White
White Financial Services
19 recent reviews
This is the number of reviews the adviser has received in the last 12 months
Top Rated 2025
Taunton (1.63 miles away)
Independent Mortgage Adviser
Verified since February, 2022
Free one hour initial consultation
Mortgage value: Over £100,000
Top Rated 2025
80 reviews
32 recent reviews
This is the number of reviews the adviser has received in the last 12 months
Christo Nation
Cooper Associates Wealth Management Ltd
32 recent reviews
This is the number of reviews the adviser has received in the last 12 months
Top Rated 2025
Taunton (0.24 miles away)
Restricted Financial Adviser
Verified since October, 2023
Savings/pensions: Any level
Top Rated 2025