Pension Southampton2018-09-04T20:01:27+00:00

NEED PENSION ADVICE IN SOUTHAMPTON?

If you are looking for a local Financial Advisor who can help you with Pension Advice you’ve come to the right place. We’re a small Independent firm offering tailored advice to individuals and businesses across Southampton and Hampshire. We’ve been specialising in Pension Advice since 2006.

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How our Pension Specialists in Southampton can help you:

Whether it’s building a plan for your retirement, helping you maximise your pension savings or just understanding what your options are, our specialist Pension and Retirement team are here to help you. We are experts in the complex area of Defined Benefit/Final Salary Pension Transfer and can provide detailed transfer analysis reports if you’re considering moving your pension.

  • Build a plan to meet your retirement goals

  • Provide an Independent Pension Appraisal

  • Take advantage of tax-efficient pension and savings plans to maximise your money

  • Consolidate multiple pensions into one easy-to-manage Pension Pot

  • Provide advice on all kinds of Pension Transfers

  • Specialist Defined Benefit/ Final Salary Pension Transfer analysis and advice

retired_couple

Call us today to see how we can help or contact us below to set up a free 20-minute consultation

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OUR SOUTHAMPTON OFFICE

2020 Financial Ltd, International House, Southampton Int’l Business Park, George Curl Way, Southampton, SO18 2RZ

Call: 02380 981161

email: info@2020financial.co.uk

Appointments by prior arrangement only. Home visits also available on request.

WHY CHOOSE OUR PENSIONS ADVISOR IN SOUTHAMPTON?

We do things a bit differently around here… there’s no stuffy old suits and hard sales. Our mission is to educate, empower and most of all to help you reach your goals. Because, when you’re confident with your financial plan, you won’t lie awake at night worrying about money.

Our customers like to stay informed, so we work with the latest technology to make that possible. Of course, you’ll have the normal face-to-face meetings with your dedicated advisor but you can also track your Pension and investments from your phone, tablet, desktop or even your smartwatch 24/7.

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PENSION CONSOLIDATION

Could you be better off with one Pension pot? If you have multiple pension pots then Pension Consolidation could make it easier for you to track your money, control where and how you invest your pension and could reduce the fees you are paying.

Our Pension Specialists can help provide an independent appraisal of the pensions you are moving from and check that you aren’t giving up any valuable benefits, or incurring excessive charges by moving. You’ll be given a clear overview of any charges so that you can make an informed decision.

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PENSION TRANSFERS

If you’re considering a Pension Transfer, we offer a free Pension Appraisal service. Whatever your reasons for wanting to transfer your Pension, be it early retirement, wanting to leave an inheritance or you feel you could make better use of the money outside of its current pension, our friendly team can answer any questions you have and advise on whether it may be in your interests to transfer your pension.

If you’re looking for Final Salary Pension Transfer advice our definitive guide is packed full of useful information.

We are authorised and regulated by the Financial Conduct Authority to advise on all types of Pension Transfer. All of our work is done ‘in-house’ and you will be speaking directly to a Qualified Pension Transfer Specialist.

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MAKE AN INFORMED DECISION

Using your pension money now could help your finances but also affect your future. It’s important to receive expert financial advice so that you make an informed decision.

Whatever you choose to do, it’s important to understand the tax implications and consider all your pension options to avoid any unnecessary tax bills. If you would like to review your options, please contact us.

Talk to a specialist today

LUMP SUM WITHDRAWAL

If you’d like to find out more about tax-free lump sum withdrawal from your pension, including when and how you can access your money, our pension specialists are on hand to help.

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AWARD WINNING PENSION PLATFORM

Track your pensions and 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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WHAT OUR CUSTOMERS SAY

  • 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 👍

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    Lucy BramleyLucy Bramley
  • Simon went out of his way to help me set up my pension and I would happily recommend him to friends and family 🙂 Thanx Simon

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    Jo BurnettJo Burnett
  • 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 ArchardAndrew Archard
  • My association with Simon Garber has spanned some 20 years during which time he has demonstrated his ability and professionalism as a top Class IFA servicing our Family Financial requirements
    He communicates clearly, is trustworthy, reliable and a pleasure to work with. The Team at 20-20 are talented, knowledgeable and supportive in all manners of the Financial Planning Service(s) they are committed to provide to me and my Family as their Clients.
    He is highly regarded in his Industry. Without question, I have no hesitation in giving him my Highest recommendation

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    Winston AlladinWinston Alladin
  • 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
  • I've received financial advice from Simon for 10 years and would be happy to recommend him. He has communicates clearly, is reliable and trustworthy - a pleasure to work with!

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    Vicky MartinVicky Martin

People who receive financial advice are on average £40,000 better off than their unadvised peers

Research by International Longevity Centre-UK (ILC-UK), 2017

9 in 10 people were satisfied with financial advice received, with the clear majority deciding to go with their adviser’s recommendation.

ILC-UK, 2017

TALK TO A QUALIFIED PENSION SPECIALIST

Sometimes it’s just nice to talk to a human. Especially when that person is a Qualified Pension Transfer Specialist with experience of Retirement Planning, Pension Transfers and Wealth Management. We offer a free, no obligation, 20-minute call with one of our specialists. Pick our brains, get your questions answered and find out how to get started or arrange an introductory meeting to get the ball rolling. Call us on 02380 981161 or send us an email at info@2020financial.co.uk.

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