Independent Pension Specialists

Helping you build a wealthier future

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Call us on 02380 981161

2020 Financial are a boutique IFA and Pension Transfer Specialist providing tailored Independent Financial Advice and Wealth Management services. 

YOUR LOCAL IFA IN SOUTHAMPTON

independent financial advisor southampton

Looking for tailored financial advice? We can help. We are independent financial advisors with the freedom to access the whole of the market. Let us find the right solution for you.

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PENSIONS ARE OUR SPECIALITY

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Helping clients with Pension Planning and Pension Transfers in Southampton and Hampshire since 2007. Our fully Qualified Pension Transfer Specialists are waiting to help you.

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APPROACHABLE & FRIENDLY

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Book a free, no-obligation consultation today and see how we can help you. Our Independent Financial Planners cover Southampton and Hampshire. Schedule your free call now.
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Conveniently located on the South Coast, we are proud to serve clients throughout Hampshire and East Sussex including Southampton, Winchester, Portsmouth and Chichester. We offer a free initial consultation without obligation, so feel free to contact us with any questions you might have

HOW AN IFA CAN HELP YOU

As an Independent Financial Adviser, we can help make complex financial planning easier:

Retirement Planning

Got a question about SIPPs, Flexible Drawdown, Tax-Free Lump Sum? Need help planning an early retirement? Let our experts talk you through your options at retirement and help you meet your goals

Wealth Management & Investments

Make your money work harder for you. Invest tax-efficiently and spread your risk effectively. Our investment experts can help you build a long-term investment plan.

Pension Transfer

Whether you’re consolidating for ease, preparing for retirement or trying to reach your financial goals through a Pension Transfer, we can help. We’re specialists in this field with over 15 years of expert experience, so you’ll be in safe hands.

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TALK TO A FINANCIAL ADVISER

Why choose 2020 Financial Advice?

From our offices in Southampton, we provide Independent Financial Advice across Hampshire and East Sussex.  We are also able to arrange home visits at a time to suit you. 

Join the hundreds of happy 2020 Financial customers looking forward to their dream retirement.

Book a free, no obligation, introductory call today

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I’M ABOUT TO RETIRE

I’M PLANNING FOR FUTURE RETIREMENT

I NEED INVESTMENT ADVICE

HELP ME WITH A PENSION TRANSFER

FCA Regulated PFS Specialist Accreditations

Independent Financial Advice for Clients Across the UK

We are based in the South of England and provide bespoke financial planning and a range of wealth management services for clients across the whole of the UK. These include:

  • Retirement Planning and Pension Advice
  • Pension Consolidation
  • Pension Drawdown
  • Defined Benefit Pension Transfer Advice
  • Divorce Pension Advice
  • Investment Planning & Wealth Management
  • Lump Sum Investment  
  • Business Protection
  • Early Retirement Planning
  • Estate Planning

We Pride Ourselves on our Tailored Service

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Competitive, fair and transparent fees

investment choice

Greater choice & flexibility for investing your money

monitor your pension

Technology to track your financial goals 24/7

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Straight-Forward Advice from a Financial Advisor in Southampton

Our friendly and knowledgeable team can help you get your financial planning on track. Whether it’s saving for a happy retirement or investing a lump sum investment, we can get you on the right path.

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Pension Calculators

Use our collection of pension and retirement calculators to help plan your retirement, from retirement saving calculators, retirement cost calculators, pension forecasting, drawdown and state pension estimates, we’ve got everything you need to start planning your dream retirement.

Try our calculators

Pension Specialists for Southampton

We are qualified Pension Transfer Specialists, so our Independent Financial Advisors are authorised and regulated by the Financial Conduct Authority to carry out all types of Pension Transfers including Defined Benefit (Final Salary) Pension Transfer. Our small expert team have been helping hundreds of people across the UK with complex pension transfers since 2007.

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Air traffic pensions Competitive fees

PASSIONATE ABOUT PENSIONS

  • Pension Transfer Specialists since 2007

  • Experts in Defined Benefit Pension Transfer

  • FCA Regulated, Independent Advice

  • 5* Rated Customer Service

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Financial Advice Step by Step

If you are looking for an Independent Financial Adviser, the first step is to contact us for an initial consultation.

You’ll be able to talk directly to our senior Financial Adviser and Pension Transfer Specialist Simon Garber. Simon has over 15 years experience in the industry so he’ll be able to answer any questions you have and address any concerns.

If you decide to proceed we’ll set up a meeting, this can be over the phone or in person, either at your home or at our offices.

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About Simon Garber Dip PFS

Our Founder and Director Simon Garber is a Pension Transfer Specialist with over 15 years of experience.

Simon personally oversees all Pension Transfer and investment work, so you’ll have the benefit of his expertise throughout your journey.

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Simon garber Dip PFS

If you’d like to speak to a Financial Advisor in Hampshire call us on 02380 981161 or send us an email at [email protected]0financial.co.uk

AWARD WINNING INVESTMENT PLATFORM

Track your investments 24/7, 365 days a year. Monitor your ISAs, shares, pensions, even your bank account, all on one, award-winning platform that you can access from your phone, tablet or desktop wherever you are in the world. You can also use ImpulseSave to top up your savings and investments with as little as £1.

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WHAT OUR CUSTOMERS SAY

  • Simon has helped me a lot with relevant financial advice for a number of years and I have recommended him to close friends and relatives. He explains everything in simple terms and is always there for support and guidance.

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    Ben FullerBen Fuller
  • Excellent IFA. Where would I be without Simon's advice and help. Thank you 2020 Financial and to Simon especially. I will always be pleased to refer you.

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    Andrew ArchardAndrew Archard
  • As a business director, I knew I should have a pension but was unsure of how to go about this. Simon has been supporting me for a year now. He makes everything simple, straightforward and easy to understand. I would highly recommend Simon and 2020 Financial. Laura

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    Laura GreenLaura Green

LET’S GET STARTED

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It should only take a few seconds to send us your details and arrange your free consultation. 

Join the hundreds of happy 2020 Financial customers looking forward to their dream retirement.

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