Investment Management

Helping you build, and protect your investments

Shot on location outside The Whalley Wine Bar, Whalley

Investment management with purpose

We believe investing isn’t just about chasing returns - it’s about having direction, maintaining control and having peace of mind. Whether you’re investing surplus business income, preparing for retirement or looking to manage existing assets more effectively, we’re here to help you make informed, confident decisions that reflect your wider financial plan.

Our portfolios are managed to meet your goals, timeframes and attitude to risk - so your investments always stay aligned with where you are and where you want to be.

Are your investments working as hard as you are?

Many high earners and business owners have investments – ISAs, pensions, portfolios - but without a joined-up strategy, it’s easy to lose track of what your money is really doing for you. Convenience from DIY platforms can come at the cost of strategic oversight, tax efficiency or long-term alignment.

At Two10 Investment Services, we bring clarity and direction by creating structured, goal-focused investment strategies that align with the right tax wrappers - from ISAs and pensions to investment bonds. If you're holding excess cash personally or in your business, we’ll help you put it to work wisely.

Whether your goal is income growth or capital preservation, we manage risk across asset classes. With regular reviews, rebalancing and performance reporting, our proactive approach ensures your investments stay aligned as your life and goals evolve.

Investment management services Preston

Shot on location at Two10 Investment Services, Berry Lane, Longridge

Investment principles

We’re guided by a few core principles that shape how we manage investments:

Investing is a long term journey. Along the way you should expect a period of volatility – that’s perfectly normal.

Diversification is essential. A well-diversified portfolio helps protect your money across a wide range of possible outcomes.

Avoid the hype. We don’t chase fads. Instead, we focus on building sensible, resilient portfolios designed to grow and protect your wealth over time.

Don’t overpay. Whenever selecting investments we aim to ensure they represent genuine value for our clients.

Use the best available research. We take pride in using world-leading analysis to guide our investment decisions.

Invest for the future. We invest in long term themes that we believe will shape the world over the coming decades.

Our local team by your side

At Two10 Investment Services, you’ll always have direct access to a dedicated, local team of advisers who take the time to understand your goals. We offer in-person meetings for those who value face-to-face support and every recommendation we make is fully FCA-regulated and tailored to your wider financial picture - whether that includes retirement planning, estate considerations or managing business wealth. It’s advice you can trust, from a team that’s with you for the long term.

Investment management services in Preston

Lorem ipsum dolor sit amet, consectetur adipiscing elit

How we can help with investment management

Paul, discusses how we manage investments for our clients.

Financial Planning FAQs

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse varius enim in eros elementum tristique. Duis cursus, mi quis viverra ornare, eros dolor interdum nulla, ut commodo diam libero vitae erat.

How much risk should I be taking with my investments?

Our advisers go through detailed risk profiling with clients in order to ascertain the right level of risk to take in portfolios.

Can you manage investments within my pension or ISA?

Yes, we can manage investments in different tax efficient wrappers including ISAs, pensions and investment bonds.

How often should my portfolio be reviewed?

Portfolios are dynamic and the investment team are actively reviewing them daily. We also provide a review client at least once per annum or more regularly if required..

What level of investable assets do I need to work with you?

Typically we work with clients with investable assets of £250,000 to tens of millions.