Milestone For Investment Company
Now serving more than 100 households, Two10 Investment Services makes family, future and freedom a priority for each of its clients
Longridge-based financial services business Two10 Investment Services is celebrating a significant milestone two years after its launch.
The business, authorised and regulated by the Financial Conduct Authority, now manages the investments of over 100 households, based in and around the Ribble Valley.
Based in the same offices as sister company Raymond James Ribble Valley, Two10 offers a compelling strategy for investment, suitable to three broad categories of investors. You could be a young professional just starting on your financial journey, a mid-lifer whose wealth is distributed across a range of investments or someone older who wants to protect their wealth in retirement and provide an income from it.
Founder of Two10 Investment Services, Wayne Hayhurst, explains: “We recognised a gap in the market for individuals who would benefit from high quality investment management but without the need for a completely bespoke portfolio, like that offered by Raymond James Ribble Valley. Our lives are complicated, time-starved and ever-evolving. However, in speaking to potential clients, three priorities emerged: family, future and freedom.
People are driven to secure the best outcome for these three strands to their lives. Unfortunately, many people’s decision-making is driven by the information they have just consumed, the conversations they have just had or the social media post they have just been served. In a complex and changing world our clients find our personal and straightforward approach to investing refreshing. We plan to work with you over the long term and build a relationship of trust, where you can have confidence in the advice you receive.”
Wayne continues: “We want to understand our clients on a personal level – what is important to them, what are their financial goals? Clients are not just numbers fed into an algorithm. We recognise each client is an individual. Our investment approach may be to use the very best technology and model portfolios but that means little to our clients. What we want to do is create a financial plan that helps our clients understand, get on track, stay on track and answer questions such as, can I secure the financial security I want for me and my family, will I be able to enjoy the fruits of my labour in retirement and how much will I need to do that? Our aim is to take the stress and complication from investing by providing a comprehensive service, which is centred on understanding your financial goals and needs.
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 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.”
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.
With continuing geopolitical uncertainty, relatively high interest rates and a tricky housing market, planning your financial future is particularly important. Why not book a free initial consultation with the team at Two10 and see if its new investment approach could work for you? You have nothing to lose!
Two10 Investment Services Ltd is authorised and regulated by the Financial Conduct Authority. Registered in England and Wales, No. 13010014.
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
