Case study
Kerry Ainsworth
Kerry has worked in social care for over 20 years and more recently the company she works for has expanded into supporting parents and children involved in child protection. She was referred to Two10 Investment Services by a friend and chose to work with us because of our strong local reputation and welcoming approach.
Two10 services used
Goals and priorities
When Kerry first approached Two10 Investment Services, her focus was on building a secure financial future. She wanted to plan ahead for retirement and gain more freedom and flexibility in her day-to-day financial life. Saving for a house was a key priority, as was putting a pension scheme in place. Ultimately, she was looking for guidance that would help her feel more in control of her finances and better prepared for the years ahead.
How Two 10 helped
Two10 Investment Services provided Kerry with clear, supportive advice and a tailored financial plan. Through regular communication and a trusted relationship with her advisor Will Heane, Kerry received help setting up a pension, creating a savings strategy and developing a clear roadmap toward her long-term goals.
Key milestones achieved
Since partnering with Two10 Investment Services, Kerry has made significant progress toward the goals that once felt daunting. She successfully set up a pension, began saving for her own home and now feels far more confident about what her financial future holds.
A word from
Kerry
“I can’t fault it - absolutely excellent service and support. It’s always a bit daunting speaking to financial advisers about personal finances but this was such an easy, comfortable and positive experience for me. I would absolutely recommend Two10 Investment Services to others - for their service, expertise and the friendliness of the team.”