2020 Financial Services

Chartered Accountants and other tax professionals are discovering that financial planning integrates neatly - and profitably - with their other client services. Whereas, traditionally many CA firms would have delegated this kind of work to a local IFA firm, most successful firms are now looking to regain control in this vital area of planning, whilst retaining all of the potential revenues.

2020 Financial Services Ltd was set up specifically to help firms structure and implement financial services in order to best suit their own practice.

We can help with the following services:

• An FSA-regulated Network for those firms which wish to avoid the expense and hassle of direct regulation
• An FSA Compliance Manual & On-Screen Genie (free to Network members)
• Assistance in setting up a Joint Venture with a reputable third party IFA
• Assistance in setting up your own Financial Services entity from scratch
• Twice yearly compliance reviews for Network members
• The Financial Services Practice Audit, a comprehensive review of your current structures 
• Occasional papers on practical issues (free to 2020 Group members)

Please visit www.2020fs.co.uk for further details. 

2020 Financial Services Limited is authorised and regulated by the Financial Services Authority.