New Investment Services Business

At a time when many will be worried what their financial future holds, the experienced team at Raymond James Ribble Valley (RJRV) Has launched a new investment services business, separate from RJRV itself, opening the possibility of professional financial management to an even broader range of clients.

However, is this the right time for individuals to be considering investments when many are concerned about inflation, the rising cost of living and increasing energy bills?

A global crisis or economic recession can mean heightened uncertainty and volatility in investment markets. Wild swings may seem worrisome, even scary, but turmoil also creates opportunity.

two10 Investment Services

The answer, as always, is understanding what you are trying to achieve, and this is where the new Ribble Valley business can help.

So, what is the new business? two10 Investment Services is a high quality, cost effective financial solution for those people who may until now have fallen short of the investment criteria required to achieve personalised, face-to-face investment advice or those individuals for whom the cost of high-quality advice was prohibitive in respect of their investments at that point.

Authorised by the FCA

two10 is directly authorised by the FCA and completely independent. 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.

two10 is not just an algorithm, although it does have top-end technology – it is a service borne of our experience from Raymond James and our desire to work with those who are serious about their financial future. 

About Matthew

We’d like to tell you about Matthew, a recently qualified accountant who has only just starting to reap the rewards of his studies.

Matthew has only worked for one company so far and is contributing to a pension scheme. A career move post-qualification is likely.

Matthew’s immediate priority is to move out of his rented accommodation and buy his own home.

Matthew’s investment time-frame is long as his career stretches before him and this allows him to have a higher than average tolerance to risk.

By meeting with Matthew, the vibrant team at two10 Investment Services was able to quantify the value of Matthew’s existing financial portfolio (in essence the sum of his savings, investments and pension) and just as importantly agree what proportion of his income, newly enhanced by qualification, could be put towards achieving his property goal.