Tailored Financial Advice for the retirement you deserve

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Do something your future self will thank you for

Financial freedom is just a click away, talk to one of our independent financial advisors and retirement specialists and start your journey to financial freedom today.

Nothing says a stress-free life more than the confidence and clarity of knowing your future is secure.

Do you dream of…

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    A holiday home in the sun?

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    Exploring the open road?

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    Enjoying quality time with your family, knowing they’ll always be taken care of?

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    The simple life?

Whatever financial freedom looks like to you, we can help you get there.

You deserve a Financial Advisor that takes your financial future as seriously as you do.

Here at 2020 Financial, we are committed to giving you the information and support you need to create the future you want.

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Get the right information

Explore our gallery of free guides - because informed is empowered.

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Visit our retirement blog

Read our expert advice on how to get more from your pension.

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Schedule a free call with us

Speak to an IFA. No fees. No obligations. Let’s just see if we can help.

So, you’re ready to step into a wealthier future?

WE’D LOVE TO GUIDE YOU ON THAT JOURNEY. WE OFFER:

  • 100% bespoke 1-2-1 advice from a retirement planning and pension specialist 
  • Support from the world’s greatest investment minds
  • 24-7 access to an intuitive, multi-layered investment platform
  • No hidden costs… ever
  • An investment strategy built around your current life and aspirations for the future
  • A non-judgemental, collaborative Independent Financial Advisor who will always be in your corner
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100% independent, tailored advice. Because we don't believe in forcing square pegs into round holes

How an IFA can 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.

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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.

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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.

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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.

Why choose 2020 Financial?

Since 2007, 2020 Financial has been helping clients from all walks of life create a better future for themselves and their families.

Our unique investment proposition offers you all the advantages of working with a small business with all the power of a bigger firm. Unlike pure discretionary management, we don’t outsource our investment decisions - it’s one of our key strengths.

As a small firm, our clients are more than just a number to us. Because your success is essential to ours, you can be sure your investments are perfectly aligned to help you reach your goals and dreams.

Our goal is simple: improved returns and reduced volatility at an effective price point.

INDEPENDENT FINANCIAL ADVISORS

Here are just some of the names we work with

As an independent firm, our goal is to give you access to the best investments in the market.

Whether it’s ensuring that your pension pot is properly invested or you’re looking to build build your wealth, we offer investment advice across a broad range of investment opportunities to suit our clients including SIPPs, SSAS Pensions, ISAs, investment bonds, pension consolidation and wealth management.

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.

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What is a good retirement income?
Graph of Defined benefit transfer value Index 2020 - transfer values reach highest level July 2020
Why are Final Salary Pension Transfer Values so High?
Can I retire at 55 with 400k and how long will it last
Can I Retire at 55 with £400k? (+ How Long it Will Last)