Certified Financial Planners

2026 has been a year of BIG NEWS here at 2mtrust! We now have not 1, not 2 but THREE Certified Financial Planners within our Chartered Financial Practice.

The CERTIFIED FINANCIAL PLANNER™ certification is “the highest global certification available to financial planners in the UK” and delivered through the Chartered Institute for Securities & Investment (CISI).

After months of intense studying, the final assessment was to construct a comprehensive, holistic financial plan from scratch based on a complex client scenario. This was all completed alongside their day jobs and busy family lives. Dan Mallery CFP^TM, Matt Dawson CFP^TM and Tom Hicks CFP^TM have now all achieved their Level 7 Qualification to become Certified Financial Planners.

“Achieving Certified Financial Planner status reflects my commitment to helping clients make informed financial decisions with confidence. It provides reassurance that they are working with a professional dedicated to maintaining the highest standards of financial planning, whether their goals are retiring comfortably, protecting their family's future, reducing financial stress or creating greater financial freedom." – Matt Dawson CFP^TM

This is an extremely difficult qualification to achieve and very proud of Matt, Dan and Tom – well done gentlemen!

“We are always working to raise the standards of the financial planning profession so consumers receive quality advice that meets their needs from financial professionals whom they can trust.” – CISI

As a Chartered Financial Practice our whole team benefit from the wealth of knowledge and expertise of this massive achievement. All our Advisers keep their own industry knowledge up to date and skills sharp. And in addition, we have regular in-house training to share knowledge and experiences. This allows our Advisers to learn from each other and maintain delivery of excellent financial advice and customer service for our clients - covering mortgages, protection, pensions and investments.

If you are due a Financial Review, email your 2mtrust Financial Adviser to book an appointment – and follow us on social media for our latest team updates.