Our award-winning platform makes it easier for you to take control of your finances and reach your goals. Track your pensions and investments, even your bank account, in one place and access from your phone, tablet or desktop 24 hours a day. You can even top up your savings and investments with as little as £1 a time, getting you to your goal even quicker.
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.
I’ve been with 2020 Financial for over 10 years. Over this time 2020 Financial have helped me to invest wisely and save money on my pension and savings products. I really like the fact that they are always looking out for ways their clients can prosper. I find 2020 Financial extremely easy to do business with and would not hesitate to recommend them to my friends and family. Great job 👍
Thank you for the comprehensive report assessing my pensions. Simon recommended that I leave my pensions in the current defined benefit scheme despite the fact that this will mean that there is no commission for 2020 Financial. Truly objective advice!
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 2006.