What our clients say
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.
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!
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.
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.