Case study

Cat Coulier

Cat is Managing Director of Sisu Services, a thriving social care company. Like many business owners, she wanted to feel more confident about her financial future – from securing a forever home to making sure pensions, insurance and long-term plans were in place.

Two10 services used
Client
Cat Coulier
Date
June 25, 2025
Role
Managing Director
Company
Sisu Services

How Two 10 helped

Two10 provided Cat with clear, accessible advice across both her personal and business finances.

The team supported her in building a savings pot to help secure their forever home and provide guidance on pensions, insurance and long-term planning.

The relationship-based approach helped Cat feel comfortable discussing finances that were previously out of her comfort zone.

Key milestones achieved

Cat and her husband successfully purchased their forever home, gained greater clarity and security around their pensions and insurance and built a strong financial foundation across both personal and business interests.

They also established an ongoing annual review process with the team at Two10, giving them continued confidence in their long-term financial planning.

These case studies talk about financial plans that are personal to the clients specific circumstances and objectives. Your circumstances may be different and therefore the advice we may provide is likely to be different to that shown.

A word from

Cat

“One of my financial goals was to have some security for the future, over the last 12 months we’ve really started to get to that point. The services and support we’ve received from Two10 has been holistic – covering my personal life and business interests, from short-term goals like securing our home to long-term retirement planning. I really appreciate the relationship-based approach and have already recommended Two10 to friends and family."