2020 Financial

2020 Financial

Financial Advisor in Southampton, Hampshire, SO18 2RZ

1 Reviews
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About the Business

Getting your financial future on track is easy with our simple process.

First, we listen...

It's vital that we understand your dreams and aspirations for your ideal future, we'll assess where you are, and where you want to be.

Next, we evaluate your options.

One of our specialist independent financial advisers will discuss your options with you.

Lastly, we put a plan in action.

This is the most exciting part, putting a financial plan into action to help you reach your financial goals with confidence. Plus, with our industry-leading technology, you'll be able to keep track of your money 24/7 365 days a year, on your mobile, tablet or laptop.

Our services include:

  • Retirement planning and Lump Sum pension withdrawal advice;
  • Pension consolidation and Final Salary Pension Transfer;
  • Investment portfolio building and Wealth management;
  • Estate Planning and Life Insurance;
  • Lump Sum Investment and Inheritance Planning;
  • Power of Attorney Financial Planning.
Business Services
Investment and Wealth Management

Investment and Wealth Management

Whether it’s a lump sum investment from an inheritance or you’re looking to build or review your investment strategy, we offer investment advice across a broad range of investment opportunities to suit our clients including ISAs, investment bonds, offshore investments, investment consolidation and wealth management.
Final Salary Pension Transfer

Final Salary Pension Transfer

Deciding whether to transfer out of your Final Salary Pension is an important decision that needs to be given serious consideration, but it shouldn’t have to be an intimidating or overwhelming experience. Our qualified and experienced Pension Transfer Specialists will give you balanced information to help you make the decision that’s right for you.
Pension Transfer and Consolidation

Pension Transfer and Consolidation

Need help moving a pension? You’ve come to the right place. If you’re looking to consolidate your old pensions into one, easy to track, pension, our qualified Pension Transfer Specialist can help. They can also help you come up with a retirement plan to make sure you meet your retirement goals and get your pension on track.

Our process is quick and stress-free. We’ll liaise with your pension company so that you don’t have to.

Our Independent Financial Advisors can also help you come up with a retirement plan to make sure you meet your retirement goals and get your pension on track.
Lump Sum Pension Withdrawal

Lump Sum Pension Withdrawal

There has always been the option to take 25% of your pension pot tax-free, but with the new pension changes, you can now take your whole pension pot in one go.

You now have many options available to you:

  • Leave your pension invested if you don’t need to take money straight away;
  • Take the tax-free cash and leave the rest invested;
  • Take some or all of the money as a cash lump sum;
  • Buy an annuity to provide a lifetime’s secure income;
  • Use a combination of the above.

Our independent pension specialists can talk you through your options and the tax implications of your decisions to save you from making costly mistakes with your money whilst still achieving your financial goals.
Retirement Planning

Retirement Planning

If you’re about to retire then it’s good to know that you have a plan. Our retirement planning and strategy service helps you look at the way you want to live and then we look at ways to make that possible. We’ll help you maximise your money in a tax-efficient way and make sure that you don’t take too much too soon.
Testimonials

Laura Green - Laura Green Yoga

Southampton, Hampshire

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.

Andrew Archard - Swanmore Parish Council

Southampton, Hampshire

Excellent IFA. Where would I be without Simon's advice and help? Thank you 2020 Financial and to Simon especially. I will always be pleased to refer you.

Duncan Bartlett - One Way Resourcing

2020 never over-complicate complex issues and get their point across in a clear and concise manner. I have always found them to be trustworthy and diligent. I have no hesitation in recommending them.

Vicky Martin - Wickham Pilates Studio

Southampton, Hampshire

I've received financial advice from Simon for 10 years and would be happy to recommend him. He communicates clearly, is reliable and trustworthy - a pleasure to work with!

Reviews

Vicky Martin
28 Sep, 2017

Southampton, Hampshire

I've received financial advice from Simon for 10 years and would be happy to recommend him. He communicates clearly, is reliable and trustworthy - a pleasure to work with!

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Location & Hours

International House, Southampton International Business Park, George Curl Way

Southampton, SO18 2RZ
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  • Office

    2020 Financial

  • Get Directions

    International House, Southampton International Business Park, George Curl Way, Southampton, SO18 2RZ

  • Phone

    023 8098 1161

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