HOW AN IFA CAN HELP YOU
As an Independent Financial Adviser, we can help make complex financial planning easier:
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.
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.
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
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
Competitive, fair and transparent fees
Greater choice & flexibility for investing your money
Technology to track your financial goals 24/7
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.
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.
PASSIONATE ABOUT PENSIONS
Pension Transfer Specialists since 2007
Experts in Defined Benefit Pension Transfer
FCA Regulated, Independent Advice
5* Rated Customer Service