A boutique firm offering tailored Retirement Planning, Investments and Pension Transfer advice. Defined Benefit Transfer Specialists
We can advise you on
Pensions & divorce
Pensions & retirement planning
ISA / Unit Trusts / OEICs
Investing for income
Socially responsible investments
Traded endowment policies
Income protection insurance
Group Protection/Life Insurance
Group income protection
Last authorised 15th January 2020
Meet our advisers
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.
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!
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.
We specialise in Pensions and Retirement Planning. Helping people to build their wealth to enjoy financial freedom later in life.
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
Minimum wealth (income/assets)
Minimum pension value
Minimum mortgage value
Choose an Unbiased exclusive special offer:
Online (Live chat, video, email)
Face to face