Clear, personal, financial advice
Understand your pensions, investments, and bring clarity to your wealth and savings.
We elevate the culture of financial services; providing clients with financial clarity.
PERSONAL FINANCES
Understanding individuals is the framework that good financial advice is built on. We fit our Personal Financial Services around you
BUSINESS SUPPORT
We understand that every business is different, so our Business Support Services are bespoke to your specific needs
Our values serve as our compass
Add value | Innovate | Seek honesty | Act ethically | Help the community
Leaders of ideas and people | Embrace humility | Everyone can contribute
Strategic planning, not risky behaviour | Support each other and our clients
Our Advice Journey
1. FIRST CONTACT
Once you’ve made contact, we’ll call you for a chat. This takes about 15 minutes, and then you can book an initial meeting with us.
2. INITIAL MEETING
The initial meeting is entirely at our expense. It's an ideal opportunity to see whether 20:20 is right for you. We’ll complete a fact find and discuss your financial objectives, establish whether we can add value, and give you an idea of costs.
3. FINANCIAL PLAN
If we’re lucky enough to have you as a client, we’ll get to work on a report. This is a bespoke financial plan. We then review the report together to ensure you are comfortable with every detail. This could be in person, over the phone or via video call.
4. ANNUAL REVIEW
When everything is agreed upon, we implement your plan and monitor your financial progress during our annual review process.
BLOG: The Value of Investment Advice
Seeking advice on looking after your money may not be as fun as the immediate thrill of spending it, but it could be a rewarding decision in the long run. We explore some of the benefits that financial advisers offer. Assess where to invest – Getting advice from a financial...
THE OPENWORK PARTNERSHIP
20:20 Financial Planning Ltd is an appointed representative of The Openwork Partnership, a trading style of Openwork Limited, which is authorised and regulated by the Financial Conduct Authority. The information on this website is subject to the UK regulatory regime and is therefore targeted at consumers in the UK.
Approved by The Openwork Partnership on 30/05/2024.
The information on this website is for use of residents of the United Kingdom only. No representations are made as to whether the information is applicable or available in any other country which may have access to it.
Terms & Conditions
- The value of investments and any income from them can fall as well as rise and you may not get back the original amount invested.
- An ISA is a medium to long term investment, which aims to increase the value of the money you invest for growth or income or both. The value of your investments and any income from them can fall as well as rise. You may not get back the amount you invested.
- HM Revenue and Customs practice and the law relating to taxation are complex and subject to individual circumstances and changes which cannot be foreseen.
- Will Writing, Lasting Power of Attorney and Financial Coaching is not regulated by the Financial Conduct Authority.