WEALTH MANAGEMENT TAILORED TO YOU

Discover a bespoke approach to Wealth Management that’s unique 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 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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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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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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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 BurnettJo Burnett
  • 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

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