Wealth Management in Romsey

Our independent wealth managers offer investment advice that’s tailored to you.

Schedule a free discovery call with an independent financial advisor


There’s never been a better time to plan, save and invest.

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, pensions and more.

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.

The secret to wealth creation

Creating and maintaining the right investment strategy plays a vital role in securing your financial future, whether you are looking to invest for income, growth or a combination of the two. Life doesn’t stand still, so your financial plan shouldn’t either.

We often think of investment goals in terms of a single investment strategy, but in truth they often require several strategies, each tailored and based on your specific goals. Our expert investment team can help you create a plan for the future you want.

Book a call to find out more

Wealth management & financial advice available for Romsey clients

We think you'll love our tailored service

Your future is not the sort of thing you want to leave to chance, so we’re here to help. We want you to know that whatever your goals - be it income or growth - your Financial Advisor is there, every step of the way, fighting your corner.

Here are just a few of the ways we can support you with your wealth planning.

Long term investment advice

We know how easy it is to be swayed by market volatility and deafening media noise. We push that to the side, and instead focus on your personal long-term goals and build quality assets that will deliver the right results over a longer period of time.

Asset & portfolio management

Markets change... but the positive impact of your investments don’t have to. We work hard to make your money work better; this includes regular rebalancing of your investments to snap up potential opportunities and manage your exposure to risk.

Estate & legacy planning

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.

Access to the world’s best investment ANALYSTS

We are partnered with some of the world’s greatest investment brains, giving us access to unparalleled research and forecasting for all of your investments. The best bit, there's no extra layer of cost, it's all included in our competitive fees.

Wealth management advice for Romsey clients

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 of the UK, our remote working practices mean we are able to serve customers across the world. But whether you live in Romsey or New Zealand, you’ll always receive the same personalised service from our friendly team.

Book a call to find out more

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

Freedom to act in your best interests

We are independently owned with the freedom to access the whole of the market. We’re not incentivised to sell anyone else’s pre-packaged investments and we don’t believe in square pegs for round holes, so we’ll always tailor a solution that fits you.

Long Term Investment

It’s easy to be swayed by market volatility and media noise but we prefer to take a long-term view on investing. We focus on understanding your goals and choose quality assets that will deliver returns over time

Asset & Portfolio Management

We can access a wide range of investments across the whole of the market and offer regular rebalancing of your investments to maximise returns and minimise risk.

Tailored Approach

We believe that the client’s needs should be at the heart of every financial plan so our wealth management process starts with getting to know you and your goals, the rest is built around that.

Transparent Fees

Excessive fees can erode your investment over time. Our prices are fair, and you’ll never have to worry about hidden fees or unexpected bills. We’re transparent and we’re competitive.

We Win when You Win

We prosper when you do. Our fees are charged as a percentage of the assets we manage for you so your best interests are in our best interest. We don’t cut corners and our investments are structured to achieve the maximum return for you.

So, you’re ready to talk to a wealth manager? 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.


Get our Wealth Creation Guide

Discover your options for creating and preserving your wealth

Please enter your name.
Please enter a valid email address.
Something went wrong. Please check your entries and try again.

We’ve been serving clients on the south coast for over a decade.
This is what they have to say.



"...the platform 2020 uses is easy to use and very clear"

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.

Just a few of the reasons Romsey clients choose 2020 Financial.

WE'RE NOT YOUR AVERAGE wealth manager

  • 100% tailored 1-2-1 independent financial advice from an investment 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 Wealth Manager who works purely within your best interests
  • Totally transparent pricing and absolutely no hidden costs… ever

Frequently Asked Questions

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.

A wealth manager can also help you make better financial decisions, helping you create a financial plan that works for both your short-term and 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.

Your wealth manager can also help you with estate and legacy planning, understanding how to access and pass on your wealth in the most tax-efficient way. 

If you'd like to speak to a wealth manager near you, contact one of our independent Romsey wealth managers and IFAs to schedule a free, no-obligation call

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 taking 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, you can use wealth management services for Romsey clients. Our expert team 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, serving as Wealth Managers for Romsey clients. They are are qualified to offer long-term investment advice.

Plus we have access to some of the world's best investment brains through our strategic partnerships, so you get all the benefits of working with a large financial institution but with the tailored approach you'll only get from a boutique independent firm.

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. 


Is it worth paying a wealth manager?

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. Wealth managers can't just make you money, they can also save you from making costly mistakes with your investments and save you from paying unnecessary tax by maximising your tax-efficient investment options.

Many Wealth Management firms offer Discretionary Wealth management which, whilst adding a layer of investment management, can add an unnecessary layer of cost to your investment. 

Our unique hybrid model gives you all of the benefits of discretionary fund management but without the usual costs associated with it. We've carefully built our wealth management offering to be largely cost neutral to our clients giving you the best of both worlds.

Our Romsey Wealth Managers 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 wealth manager can take the stress and worry out of investing and provide support to enable you to reach your long-term goals.

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 wealth management journey. Together, we can lay down the building blocks to set you up for a prosperous future.