2020 Financial are a boutique IFA and Pension Transfer Specialist providing tailored Independent Financial Advice and Wealth Management services. Conveniently located on the South Coast, we are proud to serve clients throughout Dorset, including Bournemouth and Poole.
Independent Financial Advice available for Bournemouth Clients
We provide bespoke financial planning and a range of wealth management services for clients in Bournemouth. These include:
- Retirement Planning and Pension Advice
- Pension Consolidation
- Pension Drawdown
- Defined Benefit Pension Transfer Advice
- Divorce Pension Advice
- Investment Planning & 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
TALK TO A FINANCIAL ADVISER
Why Bournemouth Clients choose 2020 Financial Advice
From our offices in Southampton, we provide Independent Financial Advice across the South Coast. 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
HOW AN IFA CAN HELP YOU
An Independent Financial Adviser can help guide you through life’s major decisions in a number of areas
SIPPs, Flexible Drawdown, Tax-Free Lump Sum, 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.