Tailored Independent Financial Advicefor the retirement you deserve
Do something your future self will thank you for
Your dream retirement and financial freedom could be just a click away, talk to one of our independent financial advisors and retirement specialists and start your journey to financial freedom today.
RETIREMENT PLANNING & INVESTMENT ADVICE you can trust
Independent financial advice that focuses on the things that matter most to you.
Do you dream of…
A holiday home in the sun?
Exploring the open road?
Quality time with your family and securing their financial future?
The simple life?
Whatever financial freedom looks like to you, we can help you get there.
Get Retirement Ready.
Discover everything you need to know about planning your retirement in our expert guide
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 how 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
100% independent, tailored advice. Because we don't believe in forcing square pegs into round holes
Download our free expert guide to
Defined Benefit Pension Transfer
Looking for expert advice on a Pension Transfer? Our pension transfer specialist is on hand to answer your questions.
Book a call or download our defined benefit pension transfer guide
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.
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.
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.
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.
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.