Why Chartered?

2mtrust is a Financial Services Practice with four individual Chartered Financial Planners within our team -

  • Dan Mallery
  • Matt Dawson
  • Mark Townson
  • Tom Hicks

We’re excited to also have other Advisers now going through the training and examination process so that they can move from being Diploma qualified and become Chartered in their own right.

Dan, Matt and Tom are also now Certified Financial Planners (CFPTM) which means they have achieved the Level 7 qualification – look out for more info about this excellent milestone on the blog…

But what does being Chartered mean?

Chartered status is awarded by the Chartered Insurance Institute (CII) to individuals who have demonstrated their expertise and knowledge through a minimum of 2 years of study and training, passed advanced-level exams and continue to deliver the highest standard of work, specifically within the financial services industry.

Being a Chartered Financial Planner recognises individuals within the Financial Services industry who -

  • are highly qualified
  • uphold excellent ethical standards
  • deliver exceptional service to their clients

There is then an onus on the member to show that they continue to strive for the highest ethical standards alongside maintaining their qualification level and superb client outcomes.

We work hard to ensure our Financial Advisers within the Practice are able to deliver suitable advice - and are always up to speed with compliance and processes.

The Chartered hallmark isn’t just a symbol of industry expertise - it also upholds a standard of community.

As part of being a Chartered Financial Planner – each individual is required to achieve the Certificate of Professional Standing each and every year through the completion of Continuing Professional Development (CPD). They are also expected to demonstrate their commitment and service outside of Financial Services as a member of society.

As a Practice we encourage our team – whether Chartered or not – to support a charity or their local community in some way.

We believe volunteering is an integral part of supporting a community and these are some of the ways our team help:

  • Deanery Leader and Trustee for Newcastle Mothers’ Union – working with a local Women’s Refuge
  • Food Bank Support
  • CAP Money Course Facilitator and Trainer - Christians Against Poverty: helping people with budgeting
  • Various voluntary roles within churches and community groups – from Youth Worker and University Student Teams to the Finance Committee
  • Supporting an Alpha Course at a local church
  • Sponsored fundraising events – Great North Run, Golf Days and the Wacky Rally across Europe (The Openwork Foundation)
  • We have set up a charity called 2mtrees which supports “planting trees in urban spaces”

Although this isn’t an extensive list it does give a good idea of how the 2mtrust team spend some of their time to help within their community - whether we’re in the North East, Scotland, Yorkshire or further away - there’s always a good cause to get involved with.

Giving back to the community is part of the Chartered Membership. You don’t just pay a fee and get given a badge of honour - every single member has to earn their Chartered badge.

That’s why we're proud to tell you Dan, Matt, Mark and Tom have definitely earned theirs!

2mtrust is proud to be a Chartered Financial Practice servicing our clients across the UK. Whether it’s mortgages, protection, pensions or investments, we love helping people with their financial planning.

------------------------------------------

Reapproved by The Openwork Partnership on 20/05/2026