2mtrust are a Chartered Financial Planning Practice
ADVISING FAMILIES
2mtrust are a Financial Services Practice - advising families across the UK on all aspects of financial planning
It is normal for us to advise multiple generations of the same family as each age group has different needs
Our clients regularly recommend that both their parents and their children should use us for their own financial planning advice
OUR WORK FAMILY
We have a strong team of licensed Financial Advisers
We couldn’t give the advice we give if we didn’t have a great support team giving us the administrative help that we need
Our Paraplanners are the people who work alongside our Financial Planners
We regard our whole team of people as our “work family” – every member of our work family is needed to perform their role in order that we can deliver our overall client service
We look after and we look out for each other on a day by day basis and treat each as brothers and sisters – creating a family atmosphere at work is important in ensuring that everyone feels that their contribution is not only needed – but appreciated and valued.
2mtrust FINANCIAL ADVISERS
Our Financial Advisers enjoy working closely with our clients – we need to understand a lot of practical details – but we also work to ensure we understand their goals and desires – we need to know how their family interact and their dreams and ambitions
We cannot always achieve everything that our clients would like to achieve – but we are often able to turn a client’s top priority into reality – our advisers have the knowledge about what is possible – and then have the determination to make it happen
Sometimes our clients want to buy a dream home – our Advisers always try everything possible to make it happen
Sometimes our clients want to be able to retire – our Advisers always try to re-position their finances to make it happen
Because financial advice is an intimate professional relationship we work together with clients over many years with all of life’s ups and downs – we feel privileged when we are involved in helping a client coping with loss or celebrating success
When our clients experience financial difficulties – they turn to us for advice
When our clients experience financial opportunity – they turn to us for advice
Our client meetings are a mixture of meeting in person and video meetings – we always seek to deliver a personal service in a way that is relevant and effective – as well as considering sustainability
2mtrust PARAPLANNERS
Our Paraplanners are usually behind the scenes - working hard to deliver on the advice and proposals given by the Advisers. Working directly alongside the Advisers, they have the mammoth tasks of the on-going chasing of product providers, data collection, documentation and ongoing communication with clients to ensure everyone is up-to-speed and cared for. If you have a question about your case, the Paraplanners can usually answer it. They know their stuff too!
2mtrust SUPPORT TEAM
The rest of the support team help with vital operations to keep everything running smoothly
We’ve gone Digital!
In 2020 we closed our offices and moved to working from home and working on-line – our team are in daily meetings with each other on a virtual basis – we are no longer geographically confined to one area of the UK but our team are spread across England and Scotland as remote working is normal
More of our team have been able to adapt their work-life balance to suit their families much better
FAMILY TIME
Working from home has been great for us but we still love to meet together. That’s why we organise in-person meetings or socials from month to month. You may have seen pictures from our business meetings and socials on our Facebook and LinkedIn pages. We enjoy our time together.
Mark Townson started 2mtrust on his own in 1992 – now we have a whole team of lovely people who make up our work family and we advise thousands of clients around the country
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YOUR HOME MAY BE REPOSSESSED IF YOU DO NOT KEEP UP WITH REPAYMENTS ON YOUR MORTGAGE
THE VALUE OF INVESTMENTS AND ANY INCOME FROM THEM CAN FALL AS WELL AS RISE AND YOU MAY NOT GET BACK THE ORIGINAL AMOUNT INVESTED
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Originally approved by The Openwork Partnership on 13/12/2023
Updated and reapproved by The Openwork Partnership on 19/11/2024
Reapproved by The Openwork Partnership on 17/03/2025
