Two10 Investment Services Limited

• Principal Place of Business

  8 Berry Lane

  Longridge

  Preston

  Lancashire

  PR3 3JA

  UNITED KINGDOM

  Phone

  +4401772970470

  Web

  https://two10investmentservices.co.uk

• Complaints Contact

  8 Berry Lane

  Longridge

  Preston

  Lancashire

  PR3 3JA

  UNITED KINGDOM

  Phone

  +4401772970470

• Pension Transfer Advice

  For Professional, Retail (Investment), Life Policy, Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Stakeholder pension scheme, Unit

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  • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.
  • · This activity is limited to the provision of advice in relation to the conversion or transfer of benefits from pension policies with a Guaranteed Annuity Rate.

• Investment Advice (no pensions)

  For Retail (Investment), Certificates representing certain security, Life Policy, Non-investment insurance contracts, Personal pension scheme, Rights to or interests in investments (Security), Share, Stakeholder pension scheme, Unit

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  • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.

• Authorised to Operate

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  • · The firm can only agree to carry on the regulated activities specified in this Notice.

• Arranges Investments

  For Retail (Investment), Certificates representing certain security, Life Policy, Non-investment insurance contracts, Personal pension scheme, Rights to or interests in investments (Security), Share, Stakeholder pension scheme, Unit

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  • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.

• Arranges Asset Safekeeping

  For Retail (Investment), Certificates representing certain security, Life Policy, Personal pension scheme, Rights to or interests in investments (Security), Share, Stakeholder pension scheme, Unit

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  • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.

• Stockbroking

  For Retail (Investment), Certificates representing certain security, Life Policy, Personal pension scheme, Rights to or interests in investments (Security), Share, Stakeholder pension scheme, Unit

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  • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.

• Debt Advice

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  • · Limited to debt counselling excluding giving advice about debt management plans. In this limitation “debt management plans” is defined as: “a non-statutory agreement between a customer and one or more of the customer's lenders the aim of which is to discharge or liquidate the customer's debts, by making regular payments to a third party which administers the plan and distributes the money to the lenders”.

• Investment Setup

  For Retail (Investment), Certificates representing certain security, Life Policy, Non-investment insurance contracts, Personal pension scheme, Rights to or interests in investments (Security), Share, Stakeholder pension scheme, Unit

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  • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.

• Manages Your Portfolio

  For Retail (Investment), Certificates representing certain security, Life Policy, Personal pension scheme, Rights to or interests in investments (Security), Share, Stakeholder pension scheme, Unit

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  • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.

• Alexander Allen

  IRN AXA00888

  • [FCA CF] Functions requiring qualifications (18 Jul 2023 to 17 Jan 2024)
  • [FCA CF] Client dealing (18 Jul 2023 to 17 Jan 2024)
• Andrew Barr

  IRN AXB04130

  • 2. Giving personal recommendations on securities which are not stakeholder pension schemes or personal pension schemes or broker funds
  • 4. Giving personal recommendations on retail investment products which are not broker funds
  • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
  • [FCA CF] Client dealing (since 29 Jun 2022)
  • [FCA CF] Functions requiring qualifications (since 29 Jun 2022)
• Clementine Bell

  IRN CXB17716

  • [FCA CF] Client dealing (7 Apr 2022 to 14 Jul 2025)
  • [FCA CF] Functions requiring qualifications (7 Apr 2022 to 14 Jul 2025)
• Connor Thomas Almond

  IRN CXA16357

  • 2. Giving personal recommendations on securities which are not stakeholder pension schemes or personal pension schemes or broker funds
  • 4. Giving personal recommendations on retail investment products which are not broker funds
  • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
  • [FCA CF] Functions requiring qualifications (since 7 Jun 2023)
  • [FCA CF] Client dealing (since 7 Jun 2023)
• Daniel Mark Nicholson

  IRN DXN00221

  • 4. Giving personal recommendations on retail investment products which are not broker funds
  • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
  • [FCA CF] Functions requiring qualifications (since 23 Jan 2026)
  • [FCA CF] Client dealing (since 23 Jan 2026)
• Fraser Richard Pemberton

  IRN FXP06759

  • 2. Giving personal recommendations on securities which are not stakeholder pension schemes or personal pension schemes or broker funds
  • 4. Giving personal recommendations on retail investment products which are not broker funds
  • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
  • [FCA CF] Functions requiring qualifications (since 12 Dec 2024)
  • [FCA CF] Client dealing (since 12 Dec 2024)
• John Paul Gavaghan

  IRN JPG01152

  • 14. Managing investments
  • 2. Giving personal recommendations on securities which are not stakeholder pension schemes or personal pension schemes or broker funds
  • 4. Giving personal recommendations on retail investment products which are not broker funds
  • SMF3 Executive Director (since 15 Mar 2022)
  • [FCA CF] Functions requiring qualifications (since 15 Mar 2022)
  • [FCA CF] Client dealing (since 15 Mar 2022)
• Matthew Robinson

  IRN MXR02832

  • 4. Giving personal recommendations on retail investment products which are not broker funds
  • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
  • 2. Giving personal recommendations on securities which are not stakeholder pension schemes or personal pension schemes or broker funds
  • [FCA CF] Client dealing (since 30 Apr 2024)
  • [FCA CF] Functions requiring qualifications (since 30 Apr 2024)
• Peter Bennett

  IRN PXB00599

  • [FCA CF] Client dealing (13 Jul 2023 to 16 Feb 2024)
  • [FCA CF] Functions requiring qualifications (13 Jul 2023 to 16 Feb 2024)
• Sarah Carlin

  IRN SXC00826

  • SMF17 Money Laundering Reporting Officer (MLRO) (since 23 Feb 2024)
  • SMF16 Compliance Oversight (since 23 Feb 2024)
  • SMF3 Executive Director (since 7 Sep 2022)

No changes recorded yet.