Pensions

Having decided when you
want to retire, you should next look at how you’ll want to live
  • Matt Dawson - 2mtrust Financial Adviser - Chartered Financial Planner
  • Dan Mallery - 2mtrust Financial Adviser - Chartered Financial Planner
  • Tom Hicks - 2mtrust Financial Adviser
  • Dan Cassidy - 2mtrust Financial Adviser
  • Karoline Wellborne - 2mtrust Financial Adviser
  • Mark Townson - 2mtrust Practice Principal - Financial Adviser - Chartered Financial Planner
When will you be able to afford to stop working for a living?

How much money will you have to live on?

What is semi-retirement and is it realistic?

These are the kind of questions our Pensions and Investments Advisers work through with you – we understand your dreams and help make sure they become a reality
Our friendly Financial Advisers and Support Team are here to help you plan ahead and enjoy living your life

It’s all in the planning – planning ahead!

Take a look at our “Meet the Team” Section and get to know our Pensions 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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  • 2mtrust have been a great help to us all in our financial planning - whether that is mortgages, pensions or savings.

    Friendly approachable staff with great knowledge about your needs - all made simpler by Mark's idiot proof drawings!!!
    Simon
  • 2mtrust are fantastic, excellent at what they do.
    Professional, diligent and hard working.

    Dave was outstanding! Such a great ambassador for 2mtrust - so encouraging to us, gave us so much confidence and helped us through a process we would never have been able to navigate without his help. 
    Daniel and Charlie
  • Excellent service from 2mtrust!

    Having used them 7 or 8 years ago, they were proactive enough to help me review my needs and advice me of wise options available right now.

    I'll certainly be sticking with them going forwards for financial planning!
    Rob
  • 2mtrust are superb, caring and trustworthy

    We were first time buyers, Mark couldn’t do enough for us

    Despite it being Easter, Mark found a mortgage on principle very quickly for us - no messing around - delivered what we needed.

    Thanks to Mark for helping us get on the property ladder!
    Robert
  • Very helpful financial advice - my wife and I were unsure about which income protection policy to take out

    Liam and Mark were able to carefully guide us through the relevant options. They were also invaluable in showing me how to optimise my pension investment strategy

    Would recommend!
    Joshua
  • 2mtrust have assisted us over many years
    - the service they provide is excellent
    and professional

    During a recent complex remortgage
    they were persistent at persuing our case
    and always gave regular feedback

    5 star service!
    Kerry
  • Can't recommend 2mtrust highly enough!

    I met recently with Liam - who sorted out a range of affordable insurance policies for my family

    It was all done very professionally and quickly
    Peter
  • My wife and I took advice from 2mtrust
    several years ago and have taken further
    advice recently.

    The advice Liam gave was clear and detailed. He raised important points that we hadn't thought of and suggested policies without being too pushy.

    We cannot recommend 2mtrust highly enough.
    Mark
  • Just completed our remortgage with 2mtrust. Cannot rate this company highly enough.

    We had unforseen problems with the Land Registry and Joanne Taws went above and beyond her remit to meet the deadline with our lender.

    Would not hesitate to recommend 2mtrust as they deliver a very professional service.
    Gwynneth
  • Dave Lange and Joanne Taws are always extremely helpful and knowledgeable whenever I apply for a new mortgage.

    They go out of their way to work longer hours to secure the best rates and keep me updated throughout the entire process.
    James
  • Fantastic service from David and Joanne.

    They have my full trust and we knew throughout that both were always available and responsive to any questions that we had.

    We would highly recommend 2mtrust to anyone looking for a mortgage.
    Ben