Case study
Jane Blackwell
Jane Blackwell is semi-retired and works part-time for a local estate agent. In her spare time, she runs her local tennis club and enjoys playing tennis, gardening and spending time with her family.
Two10 services used
Goals and priorities
As Jane transitioned into semi-retirement, her priorities were clear: to maintain financial stability, grow her investments for the future and ensure long-term security. She wanted her money to support her life choices while giving her confidence and reassurance during a time of change.
How Two 10 helped
Recommended to Jane as a trusted local firm, Two10 work closely with her to assess her financial situation following significant life changes. The team provide ongoing support, regular reviews and a sensitive approach to Jane’s needs, helping to ensure her financial plan stays aligned with her goals. Their approachable style means Jane always feels comfortable asking questions and openly discussing her future plans.
Key milestones achieved
With Two10’s support, Jane was able to navigate a number of significant life changes, including the transition from full-time work into semi-retirement and managing an inheritance following a period of caring for her elderly parents. Throughout these changes, she gained the confidence and reassurance she needed to move forward, while also putting in place a long-term plan that balances financial stability with future growth.
A word from
Jane
“Two10 have been here through key milestones in my life, giving me the confidence and reassurance I needed. They provide exceptional personal service and are always approachable, whether by phone, email or in person. I would definitely recommend Two10 to anyone wanting to make their money work harder and to gain peace of mind for the future."