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

Competitive, fair and transparent fees

Greater choice & flexibility for investing your money

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.

Long Term Investment

It’s easy to be swayed by market volatility and media noise but we prefer to take a long-term view on investing. We focus on understanding your goals and choose quality assets that will deliver returns over time

Asset & Portfolio Management

Markets change, we work hard to make your money work harder. We offer regular rebalancing of your investments to take advantage of opportunities and make sure you’re not overexposed to risk

Tailored Approach

We believe that the client’s needs should be at the heart of every financial plan so our wealth management process starts with getting to know you and your goals, the rest is built around that.

Transparent Fees

Excessive fees can erode your investment over time so our fees are fixed, straightforward and clear. We prioritise quality investments that deliver results. We don’t promise to be the cheapest but we do promise to act with integrity and complete transparency.

Freedom to Act in your Best Interests

We are independently owned with the freedom to access the whole of the market. We’re not incentivised to sell anyone else’s pre-packaged investments and we don’t believe in square pegs for round holes, so we’ll always tailor a solution that fits you.

We Win when You Win

We prosper when you do. Our fees are charged as a percentage of the assets we manage for you so your best interests are in our best interest. We don’t cut corners for a quick win, our investments are structured to achieve the maximum return for you.

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 provides excellent support & advice, built on years of experience. I wouldn't hesitate to recommend 2020 Financial.
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Joseph Moore
Excellent IFA. Where would I be without Simon's advice and help. Thank you 2020 Financial and to Simon especially. I will always be pleased to refer you.
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Andrew Archard
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!
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Raglan Tribe

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Join the hundreds of happy 2020 Financial customers looking forward to their dream retirement.

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