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As a successful business owner, you’re likely used to juggling a wide range of responsibilities - leading your team, driving growth and making critical decisions on a daily basis. But amid the demands of running a thriving business, it can be challenging to find the time or headspace to focus on your own long-term financial wellbeing.
At Two10 Investment Services, we aim to support business owners by bringing clarity, structure and strategy to both business and personal finances. We believe these two areas are deeply interconnected - and by aligning them effectively, you may be able to unlock greater opportunities for both growth and security.
Looking Beyond the Day-to-Day
We work with established professionals who have already achieved a high level of success. Our role is to help you take a step back from the day-to-day and think more strategically - about growth, resilience and the future.
On the business side, that may involve:
- Business Protection Planning
Helping to put appropriate protection strategies in place, so your business is better prepared to weather unexpected events. This might include shareholder or key person protection arrangements that aim to support business continuity.
- Tax-Efficient Benefits and Director Pensions
Reviewing the structures you have in place to assess how your remuneration and retirement planning could be made more tax-efficient, while remaining aligned with your broader goals.
- Succession and Exit Planning
Whether you’re planning to hand over the reins in the near future or simply preparing for the long term, we can work with you to explore options for a smoother transition that takes both business value and personal aspirations into account.
- Utilising Business Profits Strategically
Rather than letting profits accumulate unused, we help identify ways to put that capital to work - aiming to support both the ongoing success of your business and your personal financial goals.
Integrating Your Personal Wealth Strategy
While the business often receives most of the focus, your personal financial picture is just as important. Many business owners find that their personal plans are left on the back-burner, despite the wealth they have accumulated.
We aim to address this imbalance by helping you:
- Take stock of your overall financial landscape
- Consider the needs of your family, your lifestyle goals and future retirement
- Develop a personalised strategy that reflects your ambitions beyond the business
It’s not just about building and growing your company - it’s also about creating a secure, flexible future for yourself and those who matter most.
A Long-Term Partnership: Planning With Purpose
At Two10 Investment Services, we don’t believe in one-size-fits-all solutions. Every business owner’s journey is unique, shaped by personal values, commercial goals and the legacy you want to leave behind. That’s why we aim to work in close partnership with our clients - developing strategies that are as individual as the people behind the business.
As your business evolves, so too should your financial plan. We help you revisit and refine your strategy over time - responding to growth, market changes, family priorities or new ambitions that may arise.
Whether you’re focused on optimising your current position or preparing for what’s next, our goal is to offer experienced, thoughtful support every step of the way.
*Investments can go down as well as up and you might not get back the capital invested.
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