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“There is no ‘one size fits all’ method when it comes to planning your financial freedom.”
We believe that financial freedom looks different for everyone. And so does living a life of abundance.
It’s about security. Stability. The space to enjoy the simple pleasures in life, away from fear and restraints.
We’re here to help you discover what financial freedom means to you. We’ll work with you - as part of a trusted partnership - to map out how we can get you from where you are to where you want to be.
It’s all about building your wealth, your way.
Download ‘The Definitive Guide to a Comfortable Retirement’ and get your journey started
WHY WORK WITH US
2020 is for you if...
You want one point of contact with a qualified financial expert (rather than tackling call centres, support emails and robot responses)
You’re tired of forceful, aggressive salesmen and are looking for a financial partner that genuinely cares about your success
You understand that in order to reach your goals, you need to be challenged, educated and *gently* pushed out of your comfort zone
You’ve been forced into a box far too many times and crave honest, personalised advice built purely around your life and circumstances
Our promise to you
NO HIDDEN FEES
Our prices are fair, and you’ll never have to worry about hidden fees or unexpected bills. We’re transparent and we’re competitive.
FAST & RELIABLE
We pride ourselves on the agility & speed of service. We’ve never missed a deadline & we never will.
ADVICE YOU UNDERSTAND
It's important to us that you understand your investment decisions, what they mean and how to get the most out of your money.
CHOICE & FLEXIBILITY
We’re Independent , which means our advice has no limits. Because we're not tied: you can trust that everything we do is impartial and tailored to you.
24-7 DIGITAL ACCESS
Our exclusive digital investment platform allows you to access your investment plan and track your financial goals 24 hours a day, 7 days a week.
Hi I'm Simon
I started 2020 Financial over 15 years ago with a vision for creating collaborative financial advice. I'm an Independent Financial Advisor and I'm also a qualified pension transfer specialist.
Our ethos is built on delivering high-quality, person-centred, tailored financial advice that helps you reach your financial goals.
I believe that your money should work for you and that we should work to live and not the other way around. With the right financial advice, I believe this can be possible for you.
Ready to welcome wealth into your future? Let’s talk about how we can maximise your pension investments and design a plan that works for you. No commitment. No pressure. Just honest, independent advice.
We’re passionate about pensions.
Nothing makes us happier than seeing you reach your future goals in a way that doesn’t compromise your present.
It’s an integral part of our philosophy. Life is for living, and while we want you to love every moment of your golden years, we would also never want your pension and investment plans to get in the way of the here and now. That’s why we get to know your lifestyle and commitments before giving you even a word of advice.
Your win is our win; and we want to enjoy those celebrations with you every step of the way.
"...he makes every simple, straightforward and easy to understand"
As a business director, I knew I should have a pension but was unsure of how to go about this. Simon has been supporting me for a few years now. He makes everything simple, straightforward and easy to understand. I would highly recommend Simon and 2020 Financial.