INVESTMENT ADVICE TAILORED TO YOU

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

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FCA Regulated PFS Specialist Accreditations

Whether it’s a lump sum investment from an inheritance or you’re looking to build or review your investment strategy, we offer investment advice across a broad range of investment opportunities to suit our clients including ISAs, investment bonds, offshore investments, investment consolidation and wealth management.

We offer

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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Whether you’re looking to build or review your investment strategy or invest a lump sum, we offer wealth management and investment advice across a broad range of investment opportunities to suit our clients including ISAs, investment bonds, offshore investments, pensions and more.

Talk to us about getting your investments on track

Steps to working with 2020 Financial

If you 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.

Book a free, no obligation, introductory call today

BUILDING A CUSTOM INVESTMENT PORTFOLIO

Few of us really have the time or inclination to understand the vast number of different investment products available on the market and consider what the best options are to suit our particular objectives. That’s where expert investment advice can help…

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LOOKING TO INVEST FOR INCOME OR GROWTH?


Creating and maintaining the right investment strategy plays a vital role in securing your financial future. Whether you are looking to invest for income or growth, we provide quality advice, comprehensive investment solutions and ongoing service to help you achieve your financial goals.

To discover how we can help you build a long-term strategy for your investments, please contact us – we look forward to hearing from you.

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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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Making your money work for you

Whether you’re a first-time, lump sump investor or an experienced investor with a complex portfolio, we’re here to offer investment advice. As an independent financial adviser, we have access to over 10,000 investment funds to ensure that your money is placed as effectively as possible.

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WHAT OUR CUSTOMERS SAY

  • Simon has helped me a lot with relevant financial advice for a number of years and I have recommended him to close friends and relatives. He explains everything in simple terms and is always there for support and guidance.

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    Ben FullerBen Fuller
  • Simon provides excellent support & advice, built on years of experience. I wouldn't hesitate to recommend 2020 Financial.

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    Joseph MooreJoseph Moore
  • Simon has helped me invest my money wisely seeing increased returned year on year. He is always there if I need any financial advice and I am happy to recommend him to my friends and family. Further, the platform 2020 uses is easy to use and very clear.

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    Alex Martins-CraigAlex Martins-Craig

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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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