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 Advisers

Catherine Bockett - 2mtrust Financial Adviser
Catherine Bockett
Financial Adviser
Colin Blois - 2mtrust Financial Adviser
Colin Blois
Financial Adviser
Carl Buist - 2mtrust Financial Adviser
Carl Buist
Financial Adviser
Dan Cassidy - 2mtrust Financial Adviser
Dan Cassidy
Financial Adviser
Dan Mallery - 2mtrust Financial Adviser - Chartered Financial Planner
Dan Mallery
Chartered Financial Planner
Dave Lange - 2mtrust Financial Adviser - Mortgage and Protection
Dave Lange
Financial Adviser
Derek Brice - 2mtrust Financial Adviser
Derek Brice
Financial Adviser
James Salt - 2mtrust Relationship Manager
James Salt
Financial Adviser
Karoline Wellborne - 2mtrust Financial Adviser
Karoline Wellborne
Financial Adviser
Mark Townson - 2mtrust Practice Principal - Financial Adviser - Chartered Financial Planner
Mark Townson
Practice Principal
Matt Dawson - 2mtrust Financial Adviser - Chartered Financial Planner
Matt Dawson
Chartered Financial Planner
Nath Mallery - 2mtrust Financial Adviser
Nath Mallery
Financial Adviser
Simon Keeble - 2mtrust Relationship Manager
Simon Keeble
Financial Adviser
Tim Longton - 2mtrust Financial Adviser
Tim Longton
Financial Adviser
Tom Hicks - 2mtrust Financial Adviser
Tom Hicks
Chartered Financial Planner

Our Support Team

Alix Gilmore - 2mtrust Accounts
Alix Gilmore
Accounts
Craig Douglas - 2mtrust Paraplanner
Craig Douglas
Paraplanner
Esther Orridge - 2mtrust Media Leader
Esther Orridge
Media Leader
James Latter - 2mtrust Paraplanner
James Latter
Paraplanner
Janine Lowe - 2mtrust Paraplanner
Janine Lowe
Paraplanner
Joanne Taws - 2mtrust Paraplanner
Joanne Taws
Paraplanner
Liz Harris - 2mtrust Paraplanner
Liz Harris
Paraplanner
Rebecca Jones - 2mtrust Paraplanner
Rebecca Jones
Paraplanner
Sue Townson - 2mtrust Practice Supervisor
Sue Townson
Practice Supervisor

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 three 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
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)