2020 Financial Ltd

Southampton's local Pension Specialist

International House, Southampton Int'L Business Park, Southampton, SO18 2RZ Directions

Tel 023 8098 1161
   Closed today Open Monday 09:00 - 17:00

Why Choose Us?

We Are Specialists
Expert Advice
Free Consultation

Business overview

Independent Financial Advisers and Pension Specialists providing financial advice, retirement planning and wealth management services across Hampshire

Established in 2006, 2020 Financial are a qualified Pension Transfer Specialist, authorised to advise on all areas of pension transfer and retirement planning including Final Salary Pension transfers.

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

Our customers benefit from simple to use, cutting-edge technology that lets you monitor your pension and investments 24/7, 365 days a year, plus you can top-up your savings with the touch of a button.

We offer a free initial call so contact us today and see how we can help you.

Photos

Danielle, Simon & Mel
Simon founded 2020 Financial in 2007, he is a qualified Pension Transfer Specialist and Independent Financial Adviser
Image 5 of 2020 Financial Ltd
Visit our website to download our free guides, factsheets and to catch up on the latest news

Products & Services

financial planning

financial consultants

independent financial advisers

investments

life assurance & pension consultants

pensions

retirement planning

wealth management

ISAs

Final Salary Pension Transfer

Pension Consolidation

Lump Sum Pension Withdrawal

financial services

Qualified Pension Transfer Specialist

Investment portfolio management

lump sum investments

estate planning

Power of Attorney financial planning

Credentials

Associations

  • Financial Conduct Authority (497332)

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