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.
Andrew Archard, Swanmore, 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!
Vicky Martin, Swanmore, 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.
Laura Green, Southampton
About us
We specialise in Pensions and Retirement Planning. Helping people to build their wealth to enjoy financial freedom later in life.
Our services
As a Qualified Pension Transfer Specialist, our expert team are experienced in all elements of pension transfer. Whether you are combining multiple pension pots or considering a complex Final Salary Pension Transfer, our team will be on hand to make the process as stress-free and transparent as possible.
Aside from our excellent 1 to 1 service, our customer's favourite thing is being able to keep track of their money 24/7on our industry-leading app and connect directly with their IFA all in one place.
Where to find us
Head office address: International House, Southampton Int'l Business Park, George Curl Way, Southampton, Hampshire, SO18 2RZ
Independent, Chartered financial planning firm, as well as our normal face to face meeting we are offering online and telephone advice, in response to Coronavirus. We’re here to support you.
Quality Chartered Advice in 3 simple steps:
Step 1 – contact us to book a free initial meeting.
Step 2 – we will take the time to understand your needs and objectives.
Step 3 – receive tailored recommendations and personalised solutions.
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