Investments

With so many investment options, how do you choose the right one for you? We make it easy
  • Dan Mallery - 2mtrust Financial Adviser - Chartered Financial Planner - Pensions and Investments
  • Nath Mallery - 2mtrust Financial Adviser - Mortgages, Protection, Pensions and Investments - Financial Planning
  • Mark Townson - 2mtrust Practice Principal - Financial Adviser - Chartered Financial Planner
  • Matt Dawson - 2mtrust Financial Adviser - Chartered Financial Planner - Pensions and Investments
  • Simon Keeble - 2mtrust Financial Adviser - Pensions and Investments
  • Dan Cassidy - 2mtrust Financial Adviser - Mortgages, Protections, Pensions and Investments
  • Tom Hicks - 2mtrust Chartered Financial Planner - Mortgage, Protection, Pensions and Investments
The basis of investment is using money to make money. We help you protect yourself against inflation

We help you understand the risks involved – and can help you decide about the environmental and ethical impact of your investments

Our investment advice is based on an understanding of your needs and objectives
We use investment platforms to give you access to many of the UK’s leading fund managers – you are in professional hands at every stage

Take a look at our “Meet the Team” Section and get to know our Financial Advisers a little better
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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  • Catherine expertly and calmly guided us through the process of choosing the right product for us. Throughout the process Catherine was calm, knowledgeable, easy to contact, prompt to reply and proactive – her approach took so much of the stress out of the process.
    C and A Biddulph
  • My [Financial] Adviser, Nath, has been a massive help in finding me the right mortgage. He really listened and understood my circumstances and made me feel like no question was a silly one. I feel so much more financially confident knowing that I’ve got Nath on my side!
    Kate
  • Colin and Liz were immensely helpful at every stage of our house purchase. Their communication was excellent and they always made sure we knew what the next step in the process would be. They combined a personable and approachable approach with expertise and professionalism.
    Tim
  • My Financial Adviser [Nath] has taken the time over the years to thoroughly understand my financial situation and future goals. With patience and clarity he provided tailored [financial] advice that perfectly aligned with my needs.
    Beth
  • An amazing, friendly and thoroughly professional experience using Nath to sort my mortgage out for my first home. Every worry or doubt I had in my mind was dealt with and I felt informed and in control… with making the right decisions! 5/5 all day every day!
    Jonny
  • Outstanding service from Catherine and the team at 2mtrust. Nothing was too much trouble and she was very helpful throughout our first mortgage application. Catherine explained everything so well to us. We are very grateful for all the help and guidance we received. We can't recommend 2mtrust highly enough.
    Kieran
  • Tom is an excellent [Financial] Adviser, always giving plenty of time for us to ask all our questions and explore all possible options. He's also great at following up after meetings and ensuring we stay on track with our finances! Would thoroughly recommend.
    Debby
  • Excellent experience with 2mtrust. Mark, Colin and Liz have been fantastic. Very personable and efficient. They really know their stuff and nothing has been too much trouble, despite a stressful house remortgage and purchase. They explained some complicated finance in layman’s terms which was also a massive help. Would definitely recommend them.
    Kaye
  • We are very grateful to Dave and Joanne. We received good, thoughtful advice. Everything was thoroughly but straightforwardly explained and, very significantly, they took a lot of the hassle and work out of sorting out a new mortgage for us. Thank you!
    Andrew
  • I recently bought a house and used 2mtrust to arrange a mortgage. Dave and Joanne were brilliant. Sensitive to my situation and needs and professional through out. Without them I wouldn’t be writing this from my new house and I can’t thank them enough.

    Ian
  • We used 2mtrust when we bought our first house and then again to remortgage a couple of years later. Their knowledge and support was invaluable and they took the stress out of finding a mortgage that was right for us.

    Catherine in particular has been fantastic, guiding us through the remortgaging process and answering all our many questions! We are very grateful for her help.

    Ali