Family, Future & Freedom
The team at Two10 Investment Services explains how we can plan for our financial future
Two10 Investment Services in Longridge has recently been awarded Top Rated Adviser status in the latest VouchedFor listings. This prestigious accolade comes after rigorous scrutiny by the independent body. Only 112 financial services businesses in the UK made the grade and there were no others in the Ribble Valley.
Live Ribble Valley went to meet Sarah Carlin, Director and Chief Operating Officer, Wealth Managers and Financial Planners Clementine Bell, Will Heane and Andrew Barr and Laura Taylor, Client Services Manager from Two10 to understand what makes this company so special.
LRV: Congratulations on your recent award, you must be absolutely thrilled?
SC: “Thank you, we are delighted not just for ourselves but for what this means for our clients. Two10 Investment Services is a relatively new business. We have designed our processes using great technology supporting a client centric ethos. The changing regulatory environment in which we operate, particularly the recent Consumer Duty introduced by the Financial Conduct Authority, increases our need to communicate effectively with our clients at all points. We have enhanced the number of touch points with our clients and built a whole team approach to communications and processes. We have encouraged our clients to give us regular feedback on our performance and their experience with us and acted upon this feedback.”
LRV: What is the best thing about working with Two10?
CB: “It must be the sense of helping people. We help our clients understand their current financial situation and design a plan to help them achieve their longer-term financial goals. Those may be centred on retirement, planning future care needs or helping their family with education or housing. That plan is continuously monitored to ensure it meets our clients’ requirements.”
LRV: You must get to know your clients very well during the time you are working with them.
WH: “Our clients come to us at different stages on their financial journey. The Two10 client base is diverse with tradespeople, retailers, graphic designers, engineers and marketeers all benefitting from the Two10 approach to investing for their future. Age is no barrier with the advice always that the sooner you start your investment journey, the better.”
AB: “Our lives are complicated, time-starved and ever evolving. However, in speaking to potential clients, three priorities emerged: family, future and freedom. The responsibilities of the ‘three Fs’ can be overwhelming at times. Having a financial plan, conceived with the client at its centre, can lift that anxiety and embed habits that will stand each client in good stead. These clients are though serious about their financial future and this is where we can help. The Two10 service is particularly appropriate to regular contributions being made towards a long-term goal.”
LRV: What would you say to somebody reading this who may be unsure whether their current financial plan is good enough?
SC: “You have nothing to lose by contacting us and having a free initial consultation. We are very motivated to ensure that everyone achieves the best financial outcome possible and reaps the benefits of their careers. We will give you an honest assessment of what is possible.”
To meet the Two10 team in person call 01772 970470 or email: info@two10investmentservices.co.uk
Risk Warning: With investing, your capital is at risk.
Two10 Investment Services Ltd
8 Berry Lane, Longridge
Preston PR3 3JA
01772 970470
info@two10investmentservices.co.uk
two10investmentservices.co.uk
