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What we offer
We offer a wide range of financial services and wealth management.
As Independent Pension Specialists, we specialise in all areas of retirement planning and wealth management. We also offer:
investment planning
life insurance
estate planning
power of attorney financial planning and more.
See below, or contact us to discuss your requirements.
We think you'll love our tailored service
We provide bespoke, independent financial planning and a range of wealth management services. These include:
PENSION ADVICE
We deliver the very best tailored, specialist advice on all types of pension and are one of the few qualified pension transfer specialists in the industry. We can advise you on everything from defining and reaching your financial goals, the intricate details of taking tax free cash and how to efficiently (and impactfully) plan your pension drawdown.
RETIREMENT PLANNING
We’re here to help you build a retirement plan designed to make sure you get to experience the kind of retirement you've always dreamed of. We are experts when it comes to creating robust, risk-sensitive plans, and will also provide early retirement advice, legacy-planning guidance and steps for tax-efficient saving.
INVESTMENT ADVICE
Come to us for independent advice focused on your unique circumstances, needs and goals for the future. You will also gain access to our exclusive hybrid investment model offering you unparalleled access to the best investment brains in the world.
DEFINED BENEFIT PENSION TRANSFER
We are qualified pension transfer specialists who can offer specialist advice and analysis if you’re considering transferring your defined benefit pension. You’ll also find a range of free resources we’ve created to help you understand the risks and benefits involved.
How can we help you.
We don’t believe in generic advice or cookie cutter approaches. That’s why we put you, your family and your goals at the heart of our financial advice.
PENSION ADVICE
We deliver tailored, specialist advice on all types of pensions and are one of the few qualified pension transfer specialists in the industry.
We will advise you on everything from defining and reaching your financial goals, the finer details of taking tax free cash and how to plan your pension drawdown.
RETIREMENT PLANNING
We'll help you create a retirement plan designed to make sure you enjoy the kind of retirement you've always dreamed of.
We’re here to help you create a robust, risk-sensitive plan, alongside providing early retirement advice, legacy-planning guidance and steps for tax-efficient saving.
INVESTMENT ADVICE
Come to us for independent advice centred around your unique needs. Whether it's a lump sum investment or you're after a long-term investment strategy.
You will also gain access to our exclusive hybrid investment model offering you unparalleled access to the best investment brains in the business.
Client Testimonials
I’ve received financial advice from Simon for 10 years and would be happy to recommend him. He communicates clearly, is reliable and trustworthy – a pleasure to work with!
Vicky Martin,
Wickham Pilates Studio
2020 never over complicate complex issues and get their point across in a clear and concise manner. I have always found them to be trustworthy and diligent. I have no hesitation in recommending them.
Duncan Bartlett,
One Way Resourcing
Here at 2020 Financial, we are committed to giving you the information and support you need to create the future you want.
Get the right information
Explore our gallery of free guides - because informed is empowered.
Visit our retirement blog
Read our expert advice on how to get more from your pension.
Schedule a free call with us
Speak to an IFA. No fees. No obligations. Let’s just see if we can help.
Don't miss
Our most popular posts
These are some of our most popular posts. Click below or head over to our blog to see other helpful articles on pensions, retirement and investing.
