It’s time to invest in a brighter future.
We believe investments should be exciting; with the right strategy behind you, they can help you reach your ultimate wealth goals.
But, you need a strategy that is designed around you. One that balances different opportunities with the right appetite for risk and the ability to adapt and keep up with the changing times.
And that’s precisely what we offer. A flexible, holistic approach to your investment portfolio led by us and backed by some of the UK’s best investment brains.
You should feel confident about your investments.
Your future is not the sort of thing you want to leave to chance, so we’re here to help. We want you to know that whatever your goals - be it income or growth - your Financial Advisor is there, every step of the way, fighting your corner.
Here are just a few of the ways we can support you with your investment planning
LONG TERM INVESTMENT ADVICE
We know how easy it is to be swayed by market volatility and deafening media noise. We push that to the side, and instead focus on your personal long-term goals and build quality assets that will deliver the right results over a longer period of time.
Asset & portfolio management
Markets change... but the positive impact of your investments don’t have to. We work hard to make your money work better; this includes regular rebalancing of your investments to snap up potential opportunities and manage your exposure to risk.
Tailored advice in your
We're independently owned and not incentivised to sell anyone's pre-packaged investments. Which means our advice is always tailored around your unique needs and circumstances. Plus, we have the freedom to access the entire market (so you can trust in our 100% impartial & personalised solutions).
Access to the world’s best investment brains & data
We are partnered with some of the world’s greatest investment brains, giving us access to unparalleled research and forecasting for all of your investments. The really nifty part? This added layer of security is largely cost neutral, so we can offer it at a fraction of what you'd normally pay for discretionary fund management.
INVESTMENT 01 FACTS
“Those who receive Financial Advice are on average 9.7% more likely to save and 10.8% more likely to invest for their retirement.” -
International Longevity Centre-UK (ILC-UK)
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INDEPENDENT INVESTMENT ADVICE
We win when you win.
It’s how our business is designed. Our fees are charged as a percentage of the assets we manage for you, and so it simply wouldn’t make sense for us to put anything but our all into our work together.
We want the best for you; to make that possible, we need to structure your investments to achieve the maximum return for you, not just today but always. Whether you’re a first time, lump sum or experienced investor with a complex portfolio, you’ll be in safe hands.
We prosper when you do. And that’s the way we like it.
“Take the time and confusion out of choosing the right investment route. Trust in the experts.”
INDEPENDENT FINANCIAL ADVISORS
Here are just some of the names we work with
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.
Frequently Asked Questions
The best play to get investment advice is from a qualified financial advisor.
It’s important to find an advisor who is authorised and regulated to offer appropriate financial advice. Here are some places where you can find a financial advisor:
- The Financial Conduct Authority or FCA are the governing body for financial services in the UK. The FCA register lists authorised firms and individuals and the activities they have permissions for.
- The Personal Finance Society or PFS is the professional body for the financial planning profession in the UK. It lists around 22,000 qualified and accredited financial advisors on its Find an Advisor directory. You’ll be able to see each advisor’s qualifications and areas of specialism on their site too.
- The Money Advice Service (a free and impartial government-funded service) has a directory of authorised Financial Advisors, who must be registered with the FCA and offer personalised financial advice.
- Unbiased.co.uk is a directory for Financial Advisors, you can search and contact firms directly through their website. Unbiased require their advisors to provide their FCA registration number and perform checks but you should still carry out your own checks.
If you receive advice from an authorised advisor you are protected under consumer law and have recourse through the Financial Ombusdman if the advice you receive is not appropriate.
If you are simply getting advice from friends and family or strangers on the internet who are not authorised and regulated you are at far greater risk of receiving inappropriate advice and you have no consumer protection.
You can also access free and impartial guidance and information from:
A financial adviser helps you with the financial side of lifestyle planning, whereas a wealth manager looks after your literal wealth. A financial adviser might help you plan your finances to build your savings or pension pot, a wealth manager helps manage your investments to help you meet your financial goals.
Luckily, for our clients, 2020 Financial are both Independent Financial Advisers who can help you build your wealth, serving as Wealth Managers for Romsey clients. They are are qualified to offer long-term investment advice.
Plus we have access to some of the world's best investment brains through our strategic partnerships, so you get all the benefits of working with a large financial institution but with the tailored approach you'll only get from a boutique independent firm.
Building a nest egg is one thing, maintaining that nest egg and investing for income is something else altogether. We are uniquely placed to help clients at both ends of the spectrum.
A wealth manager is an investment specialist who will invest your money with a long-term view to manage and grow your assets. Your wealth manager will also review your investments at regular points to make sure that your money is invested in the best way to achieve your long-term goals.
A wealth manager can also help you make better financial decisions, helping you create a financial plan that works for both your short-term and long term goals.
Financial markets change and what might have been a suitable investment for you once, may not always be so. As wealth managers, we offer regular rebalancing of your investments to take advantage of opportunities and make sure you’re not overexposed to risk.
Your wealth manager can also help you with estate and legacy planning, understanding how to access and pass on your wealth in the most tax-efficient way.
If you'd like to speak to a wealth manager near you, contact one of our independent Romsey wealth managers and IFAs to schedule a free, no-obligation call
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