About Us

2020 Financial Services Ltd is the FSA-regulated Financial Services Network, catering specifically for members of the accountancy profession and their affiliates.

 

Set up by the 2020 Innovation Group in 2002, 2020 Financial Services Ltd is now an independent entity with a current membership of 37 professional firms nationwide, comprising a total of 49 approved persons, plus mortgage advisers, paraplanners and admin staff.

What makes us different?

  • we work closely with each Member firm, to help build your practice
  • our core products (Compliance Clockwork and Jumpstart) are unique in the marketplace and we have a philosophy of constant improvement
  • when you phone us for support, you will speak to real people who want to help you grow your business
  • we are actually interested in supervising newly-qualifieds towards competent status - and do not charge extra for this service
  • our commission administration team deal proactively with product providers, relieving you of a huge burden
  • we find it difficult to say 'No' - which means we look seriously at all requests and suggestions from our Members
  • we don't impose artificial restrictions or limitations on the products or product-providers that you want to use - although we will  post warnings and guidance in relation to areas that we consider higher risk

Because we are focused on helping our Members develop profitable businesses, we provide them with a wealth of resources with that objective in mind.  A sample of the kinds of approaches we encourage is attached to the left, in the form of a Powerpoint presentation ('How FS').

  

Why accountants?
Why financial services is such a good 'fit' More ...
Passionate about Independent Financial Advice
Why we're not just lukewarm about independent financial advice! More ...
Kevin Moss