Making your money work hard and do good.
Our ethical investment solutions give you access to the leading fund managers with specialist ethical, green and socially responsible funds, so your investments work for everyone, not just you.
Industry leading ethical investment advice
Our ethical investments meet the highest standards of transparency and reporting to ensure that you can compare performance and standards, and invest confidently, knowing that your money is invested in line with your values.
Choosing the best ethical investment
Through our ethical investing partnership, we are able to offer exclusive access to the broadest range of ethical investment solutions across all risk classes, with both active and passive investment options available.
We can also provide completely tailored ethical & impact portfolios to give you the best ethical investment solution to meet your goals.
ETHICAL financial advice
Our ethical financial advice is always bespoke and 100% tailored to you. Whether you're looking to build your retirement pot, make your pension work harder, invest a lump sum or leave a legacy for your family, we can help.
So wherever you choose to invest your money, you can be sure your portfolio will always be designed to meet your needs.
Screening investments
All of our ethical and responsible investing options undergo intense screening, and we're able to offer ethical investment options across a range of areas, including green energy, b corps and socially responsible businesses.
Demonstrable impact & transparent reporting
Invest confidently with transparent performance reporting and annual impact reports that demonstrate the tangible difference your investments are making.
Arrange a virtual coffee with an expert
No fees, no commitment, no hard sales, just a quick chat with one of our experts to see if we can help
SOCIALLY RESPONSIBLE INVESTMENT EXPLAINED
What is ethical investment?
Ethical investment seeks to invest money in companies that act ethically and responsibly. So your investments benefit others whilst making you money. Also known as ES&G investing, which refers to the three categories of criteria used to assess companies when investing responsibly:
- environmental factors, such as carbon emission and water management;
- social factors, such as employee welfare, diversity and inclusion;
- governance factors, such as business ethics and corruption.
Today's financial definition of a company as ‘ethical’ isn’t always clear, as ethical standards vary across investment providers. We want to change that.
Our ethical investments meet the highest standards of transparency and reporting to ensure that you can compare performance and standards, and invest confidently, knowing that your money is invested in line with your values.
Start building your ethical investment portfolio today
Investing your money ethically could be easier than you think, talk to one of our independent financial advisors and ethical investment specialists and get started today.
Blended Ethical Investment solutions
Whether you want 100% of your investments invested ethically, or you just want to dip your toe in, we can provide a bespoke investment solution to suit you.
Plus, our holistic approach to financial planning means you’ll always get tailored advice to help you meet your goals. Book a free, no-obligation call today and speak to one of our experts.
Get our guide to ESG Investing
Download our guide and get the inside track on creating wealth through ethical ESG investing
Ethical retirement planning specialists
Helping you plan, save and invest responsibly for a wealthier future that benefits everyone.
How you invest your retirement savings can massively impact your financial future, but your investments can also help to fund businesses that positively impact others. Whether it's through environmental impact, supporting local communities or improving conditions for the poorest workers, socially responsible investing can make a hue difference.
We've been retirement planning specialists for over 16 years and alongside our ethical investment partners we can build you a retirement plan that helps you meet your own financial needs whilst also having a positive impact on the lives of others.
Rest easy, knowing that your retirement planning is helping to give back.
How 2020 Financial can help you.
We don’t believe in generic financial advice or cookie-cutter approaches. That’s why we put you, your family and your goals at the heart of our financial advice.
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.
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.
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 for ethical investment?
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.
“Take the time and confusion out of choosing an ethical investment route. Trust in the experts.”
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