Investment Advice2018-09-04T19:53:10+00:00

INVESTMENT ADVICE

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.

GET IN TOUCH

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…

FIND OUT MORE

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 can provide the 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.

Speak to a financial adviser

WHAT OUR CUSTOMERS SAY

  • Thank you for the comprehensive report assessing my pensions. Simon recommended that I leave my pensions in the current defined benefit scheme despite the fact that this will mean that there is no commission for 2020 Financial. Truly objective advice!

    Read More
    Raglan TribeRaglan Tribe
  • I’ve been with 2020 Financial for over 10 years. Over this time 2020 Financial have helped me to invest wisely and save money on my pension and savings products. I really like the fact that they are always looking out for ways their clients can prosper. I find 2020 Financial extremely easy to do business with and would not hesitate to recommend them to my friends and family. Great job 👍

    Read More
    Lucy BramleyLucy Bramley
  • As a business director, I knew I should have a pension but was unsure of how to go about this. Simon has been supporting me for a year now. He makes everything simple, straightforward and easy to understand. I would highly recommend Simon and 2020 Financial. Laura

    Read More
    Laura GreenLaura Green

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.

Find out more

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.

FIND OUT MORE