We are independent Financial Advisors based in Southampton, Hampshire.
We are authorised to deal with many forms of financial services, and specialise in giving advice to clients on a wide range of subjects to assist with personal financial planning. 2020 Financial is a specialist pension firm, and because of this we undertake work for Independent Financial Advisors all over the UK.
As Independent Financial Advisers we have access to the full range of products and services available in the UK as opposed to a Tied Agent or Company Representative who may only advise and offer products from the company they represent. This means that we are able to give you impartial advice and recommend the most appropriate products for you, so that you will enjoy choice, value for money and our high-quality service.
What we provide
2020 Financial Provide fully independent advice on: Pensions, Investments,
Inheritance Tax Planning and Protection. Our clients are: businesses
owners (company directors and self-employed), employed individuals,
retired people and children.
What we do not provide
2020 Financial does not give advice on mortgages, general insurance,
wills or Private Medical Insurance. As an active supporter of local
business and in order to give a full financial service to our clients,
we can happily recommend local experts to assist our clients in these
areas. All of these experts have been assisting our clients for several
years and their services have been reference checked.