Independent Financial Advice in Portsmouth – Local Financial Adviser

Discover a bespoke approach to Financial Advice that’s unique to you.

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FCA Regulated PFS Specialist Accreditations

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 Hampshire including Portsmouth and Waterlooville.

Independent Financial Advice available for Portsmouth Clients

We provide bespoke financial planning and a range of wealth management services for clients in Portsmouth and Waterlooville. 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

reduce fees pension consolidation

Competitive, fair and transparent fees

investment choice

Greater choice & flexibility for investing your money

monitor your pension

Technology to track your financial goals 24/7

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Why Portsmouth Clients choose 2020 Financial Advice

From our offices just off the M27, we provide Independent Financial Advice across Portsmouth and 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

Retirement Planning

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.

Pension Transfer

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.

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Financial Advice in Portsmouth Step by Step

If you live in Portsmouth and are looking for an Independent Financial Adviser, the first step is to contact us for an initial consultation.

You’ll be able to talk directly to our senior Financial Adviser and Pension Transfer Specialist Simon Garber. Simon has over 15 years experience in the industry so he’ll be able to answer any questions you have and address any concerns.

If you decide to proceed we’ll set up a meeting, this can be over the phone or in person, either at your home or at our offices.

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About Simon Garber Dip PFS

Our Founder and Director Simon Garber is a Pension Transfer Specialist with over 15 years of experience.

Simon personally oversees all Pension Transfer and investment work, so you’ll have the benefit of his expertise throughout your journey.

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Simon garber Dip PFS

AWARD WINNING INVESTMENT PLATFORM

Track your investments 24/7, 365 days a year. Monitor your ISAs, shares, pensions, even your bank account, all on one, award-winning platform that you can access from your phone, tablet or desktop wherever you are in the world. You can also use ImpulseSave to top up your savings and investments with as little as £1.

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WHAT OUR CUSTOMERS SAY

  • I've received financial advice from Simon for 10 years and would be happy to recommend him. He has communicates clearly, is reliable and trustworthy - a pleasure to work with!

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    Vicky MartinVicky Martin
  • Simon went out of his way to help me set up my pension and I would happily recommend him to friends and family 🙂 Thanx Simon

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    Jo EaglesJo Eagles
  • 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 year now. He makes everything simple, straightforward and easy to understand. I would highly recommend Simon and 2020 Financial. Laura

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    Laura GreenLaura Green

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It should only take a few seconds to send us your details and arrange your free consultation. 

Join the hundreds of happy 2020 Financial customers looking forward to their dream retirement.

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