WEALTH MANAGEMENT IN ROMSEY

Our independent wealth managers offer advice tailored to you.

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FCA Regulated PFS Specialist Accreditations

Whether you’re looking to build or review your investment strategy or invest a lump sum, we offer Romsey 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.

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What does a wealth manager do?

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.

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

When should I hire a wealth manager?

If you’ve built a substantial pot of money, want to invest a lump sum or need help investing something like a pension through retirement it can be a good idea to hire a wealth manager to make sure you invest your money wisely, without too much, or too little risk and don’t end up paying too much in fees.

If you have no experience of investing or haven’t invested a large sum of money before, wealth management companies for Romsey clients can help to make sure that your investment is diversified to minimise the risk that comes with any kind of investment.

Also, if you want to take advantage of tax-efficient investing and you want to mitigate inheritance tax (where possible), it is advisable to have a specialist on hand to help and offer expert advice.

What is the difference between a financial advisor and a wealth manager?

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 and Wealth Managers for Romsey. They are are qualified to offer long-term investment advice.

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.

How much money do you need for wealth management?

There’s no minimum amount of money you need for wealth management, but you need to factor in the cost of hiring a wealth manager and balance whether the benefits and gains make sense for you. 

Typically, our wealth management clients will have anywhere between £300,000 and £2.5million. 

Wealth management vs Financial Advisor | Wealth manager Southampton

Our Wealth Management process

We offer a tailored approach to wealth management to ensure you always get the best advice based on your unique circumstances and goals.

It’s easy to get started, simply schedule a free introductory call with our wealth manager and we’ll talk you through our process and how we like to work. You can decide if we’re a good fit and then choose whether to move forward with a more in-depth planning call.

  1. Book a free introductory call 
  2. Have an in-depth planning meeting (Zoom call)
  3. Recommendations 
  4. Set up and manage your investments
  5. Review and Reset 

All of our clients receive access to an industry-leading investment platform so you can see your investments 24/7 a day. 

You can also contact us directly through the secure messaging service, or via email or phone. We are a boutique firm, offering a concierge service – you’ll always have the option to speak directly to your wealth manager.

 

Talk to us about getting your investments on track

Are financial advisors worth the cost?

Much has been written about the costs of financial advice without the context of the value that a Financial Advisor or Wealth Manager brings to the table.

Research published by Royal London shows that financial advisers can leave you significantly wealthier, even when taking into account fees.

A financial adviser can:

 

  • Help you make informed investment decisions
  • Keep you on-track for your long-term goals
  • Save you money by sourcing competitively priced investments
  • Make sure you don’t get stuck in poorly performing investments
  • Reduce your investment risk through a properly diversified portfolio
  • Advise when to adjust your portfolio, and when to sit tight
  • Provide a reasoned, informed and non-emotional response to market fluctuations

In short, a financial adviser can take the stress and worry out of investing and provide support to enable you to reach your long-term goals.

Independent Wealth Advisors for Romsey clients

We pride ourself on our Independent status. Independent wealth advice means that we can access investment products from the whole of the market, which we believe offers you the best choice, value and results. 

It also means that we have the ability and agility to move quickly, to work with the best and fastest in the market, to help you reach your goals.

Wealth Management Advice for Romsey

We offer wealth management and investment advice across a broad range of investment opportunities to suit our UK and global clients including ISAs, investment bonds, global investment portfolios, pensions and more.

From our offices on the south coast, our remote working practices mean we are able to serve customers across the UK and world. Regardless of where you live, you’ll always receive the same personalised service from our friendly team.

We are fully authorised and regulated by the Financial Conduct Authority in the UK.

Investment Strategy

  • Comprehensive financial advice

  • Tax efficient investment

  • Multi-strategy and multi-asset class portfolios

  • Focus on capital preservation

  • Estate Planning

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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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An alternative to Discretionary Management

Discretionary management can give you access to added investment expertise but it also adds an added layer of cost that can erode your investments over time. In our experience, many of those paying for discretionary management services are not getting value for money. Our tailored approach to investing offers an alternative to discretionary management that focuses on long-term investment gains.

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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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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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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 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 EaglesJo Eagles
  • 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

OUR SOUTHAMPTON OFFICE

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

Call: 02380 981161

email: [email protected]

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

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