Meet the 2mtrust Team
2mtrust is committed to holistic Financial Planning and has served clients and their families across the UK for the past 30 years

We are able to cover a wide variety of Financial Planning needs for our clients including:
• Mortgages and remortgages
• Life cover and Protection policies
• Pension Planning
• Investments

Our Team

Matt Dawson - 2mtrust Financial Adviser - Chartered Financial Planner - Pensions and Investments
Matt Dawson
Chartered Financial Planner
Dave Lange - 2mtrust Financial Adviser - Mortgage and Protection - Financial Planning
Dave Lange
Financial Adviser
Joanne Taws - 2mtrust Paraplanner - Mortgages and Protection
Joanne Taws
Paraplanner
Dan Mallery - 2mtrust Financial Adviser - Chartered Financial Planner - Pensions and Investments
Dan Mallery
Chartered Financial Planner
Colin Blois - 2mtrust Financial Adviser - Mortgages and Protection
Colin Blois
Financial Adviser
Liz Harris - 2mtrust Paraplanner - Mortgages and Protection - Financial Planning
Liz Harris
Paraplanner
Mark Townson - 2mtrust Practice Principal - Financial Adviser - Chartered Financial Planner
Mark Townson
Practice Principal
James Latter - 2mtrust Paraplanner
James Latter
Paraplanner
2mtrust Paraplanner Michael Latter - Mortgages and Protection - Financial Planning
Michael Latter
Paraplanner
Tom Hicks - 2mtrust Chartered Financial Planner - Mortgage, Protection, Pensions and Investments
Tom Hicks
Chartered Financial Planner
Catherine Bockett - 2mtrust Financial Adviser - Mortgage and Protection
Catherine Bockett
Financial Adviser
Alex Grayling - 2mtrust Paraplanner
Alex Grayling
Paraplanner
Nath Mallery - 2mtrust Financial Adviser - Mortgages, Protection, Pensions and Investments - Financial Planning
Nath Mallery
Financial Adviser
2mtrust Paraplanner Mike Tyson - Mortgages and Protection - Financial Planning
Mike Tyson
Paraplanner
Dan Cassidy - 2mtrust Financial Adviser - Mortgages, Protections, Pensions and Investments
Dan Cassidy
Financial Adviser
2mtrust Paraplanner Jamie Linton - Mortgages and Protection
Jamie Linton
Paraplanner
Rebecca Jones - 2mtrust Financial Adviser - Mortgages and Protection - Financial Planning
Rebecca Jones
Financial Adviser
2mtrust Financial Adviser Matt Elliott - Mortgages and Protection
Matt Elliott
Financial Adviser
Janine Lowe - 2mtrust Paraplanner
Janine Lowe
Paraplanner
2mtrust Financial Adviser Jonah Schroeder - Mortgages and Protection - Financial Planning
Jonah Schroeder
Financial Adviser
James Salt - 2mtrust Financial Adviser - Protection Specialist
James Salt
Financial Adviser
Alix Gilmore - 2mtrust Practice Principal - Accounts
Alix Gilmore
Practice Principal – Accounts
Sue Townson - 2mtrust Practice Principal - Practice Supervisor
Sue Townson
Practice Principal – Supervisor
Simon Keeble - 2mtrust Financial Adviser - Pensions and Investments
Simon Keeble
Financial Adviser
Tim Longton - 2mtrust Financial Adviser - Mortgages and Protection
Tim Longton
Financial Adviser
Karoline Wellborne - 2mtrust Senior Paraplanner - Pensions and Investments
Karoline Wellborne
Senior Paraplanner
Derek Brice - 2mtrust Financial Adviser - Mortgages and Protection - Financial Planning
Derek Brice
Financial Adviser
Esther Orridge - 2mtrust Media Leader - Digital Marketing - Content Creation - Financial Promotions
Esther Orridge
Media Leader

We are digital!

80% of our appointments are now via digital channels which enables us to offer more flexibility with appointments to suit our client’s calendars and work around family commitments

This works exceptionally well to service our clients located in the North East and across the UK
2mtrust are a part of The Openwork Partnership and are also very proud to have four Chartered Financial Planners within the Practice

This means that our clients can be confident that our team adhere to the highest standards set by the Financial Conduct Authority as well as being directly accountable to one of the largest Financial Services networks in the UK

Let’s talk about vulnerability and individuality

All of us will experience change in our lives – some change is welcome – making progress in our career, building our family, establishing a home and a legacy.

Other change is less welcome – serious illness, divorce and job loss can all make life much more difficult. The "Support For When You Need It Most" brochure sets out our approach to adapting our service and advice to whatever life has thrown at you - so that we can help you to face the future with confidence and optimism.

Adapting to individual client needs is what every one of our advisers do every single day. Download the "Support For When You Need It Most" brochure to find out more.
Click to download the brochure
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
YOUR HOME MAY BE REPOSSESSED IF YOU DO NOT KEEP UP REPAYMENTS
ON YOUR MORTGAGE
SOME BUY TO LET MORTGAGES ARE NOT REGULATED
BY THE FINANCIAL CONDUCT AUTHORITY (FCA)