2020 Financial

Independent Financial Adviser  International House, Southampton, Hampshire, SO18 2RZ
First meeting at adviser's own cost
A boutique firm offering tailored Retirement Planning, Investments and Pension Transfer advice. Defined Benefit Transfer Specialists
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Traded endowment policies
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Unit trusts
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Lump sum
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Regular savings
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Income protection insurance
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Life insurance
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Estate planning
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Corporate pension
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group income protection
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Long term care
Response rating
9.0/10
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FCA authorised
Last authorised 15th January 2020
Meet our advisers
Simon Garber
Managing Director
What our clients say
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
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
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
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

International House, Southampton Int'l Business Park, George Curl Way, Southampton, Hampshire, SO18 2RZ

Preferred clients
Minimum wealth (income/assets)
£250,000
Minimum pension value
£250,000
Minimum mortgage value
£0
Advice methods
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    Telephone
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    Online (Live chat, video, email)
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    Face to face
Response rating
9.0/10
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FCA authorised
Last authorised 15th January 2020

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