Discover a bespoke approach to Wealth Management that’s unique to you.

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.

Talk to us about getting your investments on track

Investment Strategy

  • Comprehensive financial advice

  • Tax efficient investment

  • Multi-strategy and multi-asset class portfolios

  • Focus on capital preservation

  • Estate Planning

Book a free consultation today

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…


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.


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.

Find out more

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.

Speak to a financial adviser

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.


What our Customers Say

  • 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.

    Read More
    Alex Martins-CraigAlex Martins-Craig
  • 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 👍

    Read More
    Lucy BramleyLucy Bramley
  • As a business director, I knew I should have a pension but was unsure of how to go about this. Simon has been supporting me for a year now. He makes everything simple, straightforward and easy to understand. I would highly recommend Simon and 2020 Financial. Laura

    Read More
    Laura GreenLaura Green



It should only take a few seconds to send us your details and arrange your free consultation. 

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