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TAILORED INDEPENDENT PENSION ADVICE IN Southampton
There’s never been a better time to plan, save and invest.
Looking for a Southampton pension advisor near you that can help with your retirement plans?
Our pension specialists can help you make the most of your pension pot.
Now is the right time to take back control of your future wealth
If you’d like to understand your options at retirement and maximise your money contact us for a free, no-obligation chat.
Future-you needs this
Southampton is one of the best places in the UK to live. It’s one of the sunniest places in the UK, known for its array of shops, restaurants and cafes, world-class sporting venues and picturesque surroundings.
Plus, being close to the New Forest and having its own international airport, it offers so much to retirees. But a comfortable retirement doesn’t come cheap here, so you’ll need a solid retirement plan to make sure you can enjoy the kind of retirement you deserve.
A happy retirement is a financially secure one; it’s as simple as that. By putting the plans into place now - and slowly but surely building your investments - you can sleep easy in the knowledge that everything you’ve ever wanted is waiting for you.
Book a call to find out more
Pension Financial Advice available for Southampton Clients
From our base we offer face-to-face pension advice for people across the South Coast and in Southampton and Hampshire.
We think you'll love our tailored service
We provide bespoke pension planning and a range of retirement planning and wealth management services for clients in Southampton.
With so many options on the table, it can be tough knowing the best route for your pension investments. Luckily, that’s what we do; and we’re damn good at it.
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.
We’re here to help you build a retirement plan designed to make sure you get to experience the kind of retirement you've always dreamed of.
We are experts when it comes to creating robust, risk-sensitive plans, and will also provide early retirement advice, legacy-planning guidance and steps for tax-efficient saving.
ESTATE PLANNING & INHERITANCE TAX
You want to know what will happen to your money when you're gone; we fully understand that. We’ll show you the steps you need to take (and avoid!) to ensure your wealth is passed onto your loved ones in the most tax-efficient way.
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
Arrange a virtual coffee with an expert
No fees, no commitment, no hard sales, just a quick chat with one of our experts to see if we can help
PRIVATE PENSION ADVICE
The pension advice you need
We understand the world of pensions inside out. So when it comes to your pension planning, we won’t give you the advice you want - we’ll give you the advice you need.
As pension specialists, we’re forward thinking and constantly improving;
We immerse ourselves in the market and know the intricate implications that can get in the way of you amplifying your investments and hitting your goals.
We also know the cost of bad advice. That’s why our specialist, tailored advice is second to none.
Looking for Pension Advice?
So, you’re ready to think about your retirement. Excellent - that’s music to our ears! The great news is that you don’t have to tackle this road on your own. We’re here to help you build a retirement plan based on your current lifestyle and commitments and your dreams for the future.
HOW MUCH DO YOU NEED TO RETIRE?
This is one of the most common questions our customers ask; the truth is, there is no clean cut answer! We’ll work with you to identify how much you personally need to invest in order to have a retirement that fulfils all your aspirations, based on your appetite for risk and capacity for investment.
BUILD FOR YOUR FUTURE
Haven’t reviewed your pension in a while? It’s time you did! We’ll identify how much you will need throughout your retirement, how much you need to save every month, ways to boost your retirement fund and any tax-efficient pension and savings plans that could maximise your money.
TRACK YOUR PROGRESS
It’s important to know where you’re at in your retirement saving journey; you can check in on this 24-7 with our exclusive digital investment platform. Wherever you are in the world, your financial planning will be right at your fingertips.
Learn more about our award winning platform
It’s common to have countless pension pots floating around - but chances are, you’d rather have all of your investments in one place. We can review your current fees, benefits and fund performance and if appropriate help you consolidate your pensions.
PENSION & RETIREMENT PLANNING GUIDE
Get Retirement Ready
Our complete guide to your options for saving for retirement, your pension scheme options, avoiding pension scams and your options for a flexible income in retirement.
So, you’re ready to talk to an independent pension advisor? Here’s how we can support you.
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.
The importance of getting pension advice
It’s been suggested that two-thirds of couples aged over 40 don’t know how much they will have at retirement, with almost a quarter never having the discussion in the first place. And with over a fifth of UK adults believing they’ll never be able to afford to retire it’s more important than ever to start planning your retirement.
With some simple financial planning measures, the retirement your dreams of could be within reach, so don’t put it off. Do something today that future-you will thank you for.
We’ve been serving clients on the south coast for over a decade.
This is what they have to say.
LUCY BRAMLEY, 2020 FINANCIAL CLIENT
"...I really like the fact that they are always looking out for ways their clients can prosper"
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!
Just a few of the reasons Southampton clients choose 2020 Financial.
NOT YOUR AVERAGE FINANCIAL ADVISOR
- 100% tailored 1-2-1 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
Frequently Asked Questions
Ready to get started?
That’s music to our ears! We cannot wait to get to know you and find out where you are on your retirement journey. Together, we can lay down the building blocks to set you up for a prosperous future.