Independent Financial Advice in Romsey – Local Financial Adviser
Discover a bespoke approach to Financial Advice that’s unique to you.
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 Romsey and the New Forest.
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 Romsey Clients choose 2020 Financial Advice
From our offices in Southampton, we provide Independent Financial Advice across Hampshire 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.
Financial Advice in Romsey Step by Step
If you live in Romsey 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.
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.
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.
WHAT OUR CUSTOMERS SAY
Ben Fuller
- Alex Martins-Craig
- Jo Eagles
