LOCAL FINANCIAL ADVICE

Independent Financial Advice in Portsmouth

All the benefits of working with a big firm, but with a local touch. We offer a bespoke approach to Financial Advice that’s unique to you.

Schedule a free discovery call with an independent financial advisor

Looking for Independent Financial Advice?

If you’re looking for a trusted financial advisor near Portsmouth, 2020 Financial are a boutique IFA and Pension Transfer Specialist providing tailored Independent Financial Advice, retirement planning and investment advice. We’ve been helping clients manage their money and enjoy their dream retirement for over 15 years.

Conveniently located just off J5 on the M27, we are happy to serve clients throughout Hampshire and East Sussex, including Portsmouth, Emsworth and Chichester. We can visit you at home or you are welcome to visit our offices.

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

We believe financial advice should be 100% bespoke and centred around your personal wealth goals.

We also believe that you should work with a financial advisor that cares as much about your financial freedom as you do. And that’s our promise; to form a partnership where our ultimate mission is to help you achieve your future aspirations through simple actions today.

From our base on the beautiful south coast, we can support clients from across Hampshire and East Sussex, including Portsmouth, Emsworth and Chichester. While our clients come from all walks of life, they all share one core goal: to enjoy the freedom and joy of a stress-free retirement.

Pension-Transfer-Gold-Standard-smaller

Independent Financial Advice available for Portsmouth Clients

We think you'll love our tailored service

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

Let us help you build the retirement plan for the retirement you've always dreamed of. 
We are experts in long-term financial planning and investment. We also provide early retirement advice and tax-free cash planning, 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.



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

01

Get the right information

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


02

Visit our retirement blog

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


03

Schedule a free call with us

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


Just a few of the reasons Portsmouth clients choose 2020 Financial.


NOT YOUR AVERAGE FINANCIAL ADVISOR

  • 100% tailored 1-2-1 indpendent financial advice from a retirement planning and pension specialist 
  • 24-7 access to our intuitive, multi-layered investment platform
  • An investment strategy that recognises your current life and future commitments, all geared towards helping you achieve financial freedom 
  • Support from the world’s most innovative investment minds
  • A non-judgemental, collaborative Independent Financial Advisor who works purely within your best interests
  • Totally transparent pricing and absolutely no hidden costs… ever

The person behind the business

We don't believe in generic robo-advice, middle-men or frustrating call centres. We believe you deserve expert tailored advice to help you make the right decision, so you'll always deal directly with Simon Garber, our Independent Financial Advisor and qualified pension transfer specialist.

Since 2007, 2020 Financial has been helping clients from all walks of life create a better future for themselves and their families.

At the helm is Simon Garber, a Pension Transfer Specialist with over 20 years of experience. Simon is passionate about showing people that there is another way to do things, and that anyone can achieve financial freedom with the right guidance and support.

He believes that work life balance is the key to getting the most out of life, and his advice is built around this mentality.

We’ve been serving clients on the south coast for over a decade.
This is what they have to say.

Duncan-Bartlett-1

Duncan Bartlett, One Way Resourcing

"...they never over complicate complex issues"

They never over complicate complex issues and get their point across in a clear and concise manner. I have always found them to be trustworthy and diligent. I have no hesitation in recommending them.

Frequently Asked Questions