20:20 Financial Planning Ltd
Company

20:20 Financial Planning Ltd

Financial Services Street, Somerset, United Kingdom 1 employees
Employees
1

20:20 Financial Planning Ltd Overview

Headquarters
Street, Somerset, United Kingdom
Industry
Financial Services
Employees
1
Founded
2024
Funding
,
NAICS
Finance and Insurance
Monetary Authorities-Central Bank

About 20:20 Financial Planning Ltd

20:20 is a provider of holistic financial advice. Our mission is to elevate the culture of financial services, helping clients take control of their financial journey by providing financial clarity. The values are at the heart of 20:20: 1. Add value. 2. Innovate. 3. Seek honesty. 4. Act ethically. 5. Help the community. 6. Leaders of ideas and people. 7. Embrace humility. 8. Everyone can contribute. 9. Strategic planning, not risky behaviour. 10. Support each other and our clients. We advise on pensions, investments, tax and estate planning, financial coaching, protection and cash flow forecasting. Wills and lasting powers of attorney are provided through our sister company, 20:20 Estate Planning Ltd. We offer standard investments, ethical investments, personal and business services. Will writing is not part of the Openwork offering and is offered in our own right. Openwork Limited accept no responsibility for this aspect of our business. Will writing, Lasting Power of Attorney and estate planning are not regulated by the Financial Conduct Authority. 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 23/05/2024.

20:20 Financial Planning Ltd Contact Details

People in AeroLeads
1

20:20 Financial Planning Ltd Org Chart

Sample employees and titles
Name Title Contact
Najinder Devgun Director of 20:20 Financial Planning Ltd - Incorporating Financial Advice and Behavioural Coaching - Innovating Financial Services - Adhd
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