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2020 Financial are a boutique IFA and Pension Transfer Specialist providing tailored Independent Financial Advice, retirement planning and investment advice.
Conveniently located on the South Coast, we are proud to serve clients throughout Hampshire, including Romsey and the New Forest.
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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 are able to support clients from across Hampshire, including Romsey, the New Forest and Winchester. 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.
Independent Financial Advice available for Romsey 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 Romsey. These include:
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.
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.
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.
Get the right information
Explore our gallery of free guides - because informed is empowered.
Visit our retirement blog
Read our expert advice on how to get more from your pension.
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 Romsey 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, 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.