Personal Finances
A holistic personal finances service, looking at every aspect of your financial journey
Personal Finances - How Can 20:20 Help?
Throughout our website, you will often see us pose the question:
'How can 20:20 help?'
In this section we offer complete personal finances support - which specifically means we can help with your Wealth Management as a whole, assist you with Investment Planning - investment accounts, investment bonds, ISAs - help you think about Retirement Planning with pensions and pension consolidation, and finally guide you through any Estate Planning you need to do in terms of passing on your assets, including inheritance tax planning.
Sound useful? Read on...
Please note - 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.
Estate Planning is not regulated by the Financial Conduct Authority.
Retirement Planning
Working out when you want to retire, and what a good retirement lifestyle looks like to you
Estate Planning
Making sure that when the time comes, your wealth is passed on to the right people, in the right way.
Life Insurance
Insurance policies that pay out on the event of death, accident or illness.
At 20:20, we're dedicated to creating positive change for those we serve. If you'd like to learn more, Get in touch!
