Our Financial Services

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What we offer

We offer a wide range of financial services and wealth management.

As Independent Pension Specialists, we specialise in all areas of retirement planning and wealth management. We also offer:

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    investment planning

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    life insurance

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    estate planning

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    power of attorney financial planning and more.

See below, or contact us to discuss your requirements.

We think you'll love our tailored service

We provide bespoke, independent financial planning and a range of wealth management services. These include:

PENSION ADVICE

We deliver the very best tailored, specialist advice on all types of pension and are one of the few qualified pension transfer specialists in the industry. We can advise you on everything from defining and reaching your financial goals, the intricate details of taking tax free cash and how to efficiently (and impactfully) plan your pension drawdown.

RETIREMENT PLANNING

We’re here to help you build a retirement plan designed to make sure you get to experience the kind of retirement you've always dreamed of. 
We are experts when it comes to creating robust, risk-sensitive plans, and will also provide early retirement advice, legacy-planning guidance and steps for tax-efficient saving.

INVESTMENT ADVICE

Come to us for independent advice focused on your unique circumstances, needs and goals for the future. You will also gain access to our exclusive hybrid investment model offering you unparalleled access to the best investment brains in the world.

DEFINED BENEFIT PENSION TRANSFER

We are qualified pension transfer specialists who can offer specialist advice and analysis if you’re considering transferring your defined benefit pension. You’ll also find a range of free resources we’ve created to help you understand the risks and benefits involved.

How can we 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.

pension-planning-icon

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-goal-icon

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-icon

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.

Client Testimonials

Here at 2020 Financial, we are committed to giving you the information and support you need to create the future you want.

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Get the right information

Explore our gallery of free guides - because informed is empowered.

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Visit our retirement blog

Read our expert advice on how to get more from your pension.

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Schedule a free call with us

Speak to an IFA. No fees. No obligations. Let’s just see if we can help.

Don't miss

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.

What happens to pensions in divorce
What happens to pensions in a divorce?
Can I take my pension at 55 and still work? man enjoying his early retirement
Can I take my pension at 55 and still work?
Can I retire at 55 with 400k and how long will it last
Can I Retire at 55 with £400k? (+ How Long it Will Last)
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Do I Need a Financial Advisor for My Pension?