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Call us on 02380 981161

YOUR LOCAL IFA IN SOUTHAMPTON

independent financial advisor southampton

We’re a local Independent Financial Advisor in Southampton, Hampshire, offering bespoke retirement planning advice and investment solutions.

Our Services

SPECIALIST FINANCIAL ADVICE FOR PENSIONS

ifa southampton

Helping clients with Pension Transfers in Southampton and Hampshire since 2006. Our fully Qualified Pension Transfer Specialists are waiting to help you.

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APPROACHABLE & FRIENDLY

pension southampton

See how we can help you with a free, no-obligation consultation. Our Independent Financial Planners cover Southampton and Hampshire. Set up your free call now.

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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

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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TAKING CONTROL

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.

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PASSIONATE ABOUT PENSIONS

  • Pension Transfer Specialists since 2007

  • Experts in Defined Benefit Pension Transfer

  • FCA Regulated, Independent Advice

  • 5* Rated Customer Service

BOOK A FREE CONSULTATION

WHAT OUR CUSTOMERS SAY

  • Simon provides excellent support & advice, built on years of experience. I wouldn't hesitate to recommend 2020 Financial.

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    Joseph MooreJoseph Moore
  • 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 👍

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    Lucy BramleyLucy Bramley
  • Simon has helped me invest my money wisely seeing increased returned year on year. He is always there if I need any financial advice and I am happy to recommend him to my friends and family. Further, the platform 2020 uses is easy to use and very clear.

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    Alex Martins-CraigAlex Martins-Craig
  • Excellent advice given in a friendly and professional manner. I feel very confident that my financial affairs are being diligently and expertly looked after.

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    Leo RuscilloLeo Ruscillo
  • I've received financial advice from Simon for 10 years and would be happy to recommend him. He has communicates clearly, is reliable and trustworthy - a pleasure to work with!

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    Vicky MartinVicky Martin
  • 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!

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    Raglan TribeRaglan Tribe

If you’d like to speak to a Financial Advisor in Hampshire call us on 02380 981161 or send us an email at info@2020financial.co.uk

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 2006.

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