3 Anson House
For a team of independent financial advisors that specialises in pensions and pension planning, contact Twenty Twenty Financial, near Fareham.
The Best of Fareham Independent Financial Advisors Twenty Twenty Financial Southampton and Fareham 02380 233807
Twenty Twenty Financial are independent financial advisors who specialise in pensions and pension planning.
Around 20% of our financial advice business comes through other independent financial advisors in the Southampton and Fareham areas who recognise that pension planning is a specialist area.
Pensions and pension planning
Many independent financial advisors within banks and building societies are simply not qualified to give advice on certain areas of pension planning.
Twenty Twenty Financial of Southampton, near Fareham, are DipPFS qualified and truly independent pensions specialists - and much of our work involves maximising our clients' pension funds to give the very best returns.
For example, many people have accumulated several pension funds over the years. We will continually review them to ensure that they are invested in well performing funds and consolidate and re-invest them wherever necessary to maximise returns.
We are also experts on company pensions and can advise and set up the best pension funds for your employees.
For many of our clients in Southampton, Fareham and beyond, Twenty Twenty Financial has built quality portfolios of sound, well-performing investments.
We will look at your objectives and help you to plan for the future. Again, we will review your investment portfolio regularly to ensure that your investments are giving you the best performance they can.
Inheritance tax planning
Just about everyone should be concerned with inheritance tax planning these days. Rising house prices (not just in Fareham, but all over the country) have meant that many households are worth well over the nil band rate for inheritance tax purposes.
Twenty Twenty Financial of Fareham can help you plan for the future and give you practical advice on wills, trusts and all kinds of inheritance tax planning which will benefit your family and could save your property in the event of your death.
Life insurance and critical illness cover
We have advised many local clients from Fareham, Southampton and beyond on the best life insurance policies to protect their families should the worst happen.
Our team of independent financial advisors can also find the most appropriate critical illness cover for you, ensuring that you will receive either a lump sum or an income should you become unable to work.
Financial advice in other areas
We also offer truly independent financial advice on:
Business protection for shareholders
If you're living in Fareham, Southampton or beyond, contact Twenty Twenty Financial's independent financial advisors for the best in independent financial advice on 02380 051380
The Best of Fareham Independent Financial Advisors Twenty Twenty Financial 02380 051380
Twenty Twenty Financial are a cut above other financial advisors and are to be highly recommended. They have taken on the rather complicated assortment of pension funds accumulated over time and sorted...