[fusion_builder_container admin_label=”” hundred_percent=”no” equal_height_columns=”no” menu_anchor=”” hide_on_mobile=”no” class=”” id=”” background_color=”” background_image=”https://www.2020financial.co.uk/app/uploads/2015/07/True-potential-computer.jpg” background_position=”right bottom” background_repeat=”no-repeat” fade=”no” background_parallax=”up” enable_mobile=”no” parallax_speed=”0.3″ video_mp4=”” video_webm=”” video_ogv=”” video_url=”” video_aspect_ratio=”16:9″ video_loop=”yes” video_mute=”yes” video_preview_image=”” border_size=”0px” border_color=”” border_style=”solid” margin_top=”” margin_bottom=”” padding_top=”130px” padding_right=”” padding_bottom=”120px” padding_left=””][fusion_builder_row][fusion_builder_column type=”1_2″ layout=”1_2″ last=”no” spacing=”yes” center_content=”no” hide_on_mobile=”no” background_color=”” background_image=”” background_repeat=”no-repeat” background_position=”left top” hover_type=”none” link=”” border_position=”all” border_size=”0px” border_color=”” border_style=”” padding_top=”” padding_right=”” padding_bottom=”” padding_left=”” margin_top=”” margin_bottom=”” animation_type=”” animation_direction=”” animation_speed=”0.1″ animation_offset=”” class=”” id=”” min_height=””][fusion_text]

INDUSTRY LEADING TECHNOLOGY

Track your pensions and investments anywhere, anytime with our award-winning software.

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OUR PLATFORM

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Manage your entire financial life in one secure place with our client wealth platform – an innovative app and online tool available to all 2020 Financial clients. 

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See all your assets and accounts in one place 24/7 from any device, helping you track progress towards your financial goals.

Link up your bank, savings, pensions and investment accounts to get a complete picture of your finances and say goodbye to reams of paperwork with online document management. The client portal is a complete financial management solution, helping you stay better informed, make great financial decisions and reach your goals faster.

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• Easily set financial goals and track your investment performance against them.

• See the performance of all of your investments in one place.

• Now it’s easier to see if you’re on track to meet your targets.

• Easy to read graphs and charts.

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• Link Bank Accounts and Credit Cards.

• Analyse and track your income and expenditure.

• Get up to date investment valuations.

• See exactly where your money is and how well it is performing

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• Top-up your existing ISAs, Pension and General Investment accounts at the touch of a button.

• add as little as £1, or as much as needed to keep your investments in line with your goals.

• Top up regularly to grow your money faster and reach your goals sooner.

• You decide how much, when and where you want to save. It’s that easy.

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Why not take a look at the platform for yourself? Alternatively, one of our advisers will be happy to give you a demonstration in your free introductory meeting, contact us for full details

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GETTING SET UP

If you’d like to speak to one of our financial advisers about getting your pensions and investments set up on our wealth platform contact us for a free, no-obligation chat.

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