We'll show you the way to achieve your dream retirement. 2020 Financial are Independent Financial Advisers and Pension Specialists based in Southampton providing financial advice and wealth managementservices. Offering a bespoke approach to retirement planning to suit your needs. A qualified Pension Transfer Specialist authorised in all areas of pension transfer and retirement planning including Final Salary Pension transfers. We offer a free initial call, so get in touch today.
We are Financial Partners for life, here to enable you to achieve your aims, ambitions and dreams, a comfortable retirement, financial freedom or the ability to buy a new home, we will partner you toachieve it. Recently achieving Corporate Chartered status as a firm, we are recognised as one of the champions of Treating Customers Fairly with the client being the centre of all we do, putting you first. With Initial meetings at our expense it allows us to plan for the future together.
We provide financial planning and wealth management for a range of clients, including private individuals, families, professionals and charities.
Wingate Financial Planning is an award-winning firm of Chartered Financial Planners based in Caterham, Surrey helping individuals to understand and achieve their lifetime financial goals. We work withyou to create a financial plan which we implement and regularly review to ensure you remain on track.
Our team has over 100 years of combined experience in the financial services industry. We strongly believe that independent financial advice should be accessible to all and at a fair price. We arecommitted to providing our clients with a continuous high level of customer service, with our experience and qualified team of advisers, in a professional and friendly environment. We believe that professional independent financial advice can add significant value to individuals and businesses.
Studies show that 9 / 10 women will need to look after their own finances in the future, but with only 1 in 5 of us feeling prepared to make wise financial decisions, something needs to be done.Perhaps you are very busy, being pulled in what feels like a hundred different directions at once - kids, partner, friends, work. Where does looking at your finances fit into this? Perhaps you don't know where to start, or think that it is very complicated.
As professional financial advisers, we specialise in providing tailored financial planning advice to private and corporate clients in London, Surrey and the Home Counties. We have qualifiedspecialists authorised in the fields of pensions, investments and mortgages. We can also help with inheritance tax planning and sophisticated retirement strategies. Our emphasis is on long term holistic financial planning rather than opportunities for sales.
Radcliffe and Company was established in 1959 by Wyn Radcliffe from premises in New Road, Southampton. For over 50 years the company has provided Informed, impartial and independent advice tocorporate clients large and small and to individuals from all walks of life. Our Business Development Director Mike Crossen and Human Resources Director Mike Hughes were appointed to the board in 2006. The Company has expanded significantly since its formation and now boasts 17 Registered Individuals.
We have built our reputation through offering customers the support and advice they require to ensure their financial stability, protection and growth. At Maine Finance our success is based onoffering our customers the advice, guidance, support and products they require in a professional and efficient way. Our Customers ARE our success, that's why we feel so strongly about offering a quality of service second to none.
Stephen Lunn DipPFS, proprietor and Independent Financial Advisor (IFA), formed Home Counties Financial Services in 1990 after 16 years experience with Prudential Assurance. Originally established toprovide financial advice and services to clients within the Home Counties, our coverage now extends far beyond.