Can you guess which of our Paraplanners is crazy about campervans, horse riding and sausage dogs?

With 30+ years experience in financial services, a family of her own and first-hand experience of moving into a new-build, Jo Taws brings a plethora of industry knowledge and wisdom to the table!

Jo joined 2mtrust during the national lockdown in 2020 and supports our Financial Advisers with their Paraplanning needs. She is passionate about helping people – both team members and clients - and she’s excellent at it!

But that’s enough shop talk – read on to find out more about Jo when she’s not in work-mode…

1. What did you do for a job before coming to work with 2mtrust?

I’ve been in Support roles for the last 30+ years – always loved helping people

2. What do you like to do outside of work?

Campervan

Reading

Walking in The Peaks

Horseys

and cooking!

3. What has been your favourite holiday so far?

New Zealand – was there 4 months and met my hubby there!

4. What is your favourite meal of the day?

Breakfast – have you had your Weetabix?!

5. Do you have a favourite food?

Pizza!

6. What is your favourite film, tv show or book and why?

Vicar of Dibley – still makes me laugh every time!

7. What is your favourite season and why?

Spring… Flip flops come out

Along with the daffs, snow drops & baby lambs!

8. Do you speak any other languages?

Does Geordie count?  En peitite per – francais (just from school 😊) and a bit of “holiday lingo”

9. Do you have any pets?

Yep – a Patterdale Terrier called Jasper

10. What is (or what would be) your karaoke song?

John Denver – Take Me Home Country Road… Yeeehaaa!

So, did you learn something new about Jo Taws?

Jo is a caring Paraplanner with a heart to deliver exceptional service for clients. She brings joy and passion to the team - whether it’s a standard work day or social - and can be relied upon to do the job efficiently.

“­­­­­­­­­­­­­­­­­­­Joanne is organised – efficient – innovative – and very friendly. She takes her time with everyone so that they know they are valued” – Mark Townson, Practice Principal

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Approved by The Openwork Partnership on 28/03/2024

Rebecca Jones may be one of the newest members of the 2mtrust team but she fits right in! She’s hard working, efficient, practical – and is “all-in” when she commits to something.

Rebecca joined the 2mtrust team in 2022 and hit the ground running - supporting advisers with their Paraplanning needs. With great customers service and an eye for detail, she is continuously developing her skills and we’re excited to see her grow in her career!

But that’s enough shop-talk for now…

Read on to find out more about Rebecca when she’s not in work-mode -

1. What did you do for a job before coming to work with 2mtrust?

I graduated from Newcastle University in 2021 with a degree in Modern Languages: French and Spanish. I then worked as a Teaching Assistant in a primary school for just over a year - before coming to work at 2mtrust…

So very varied, I guess!

2. What do you like to do outside of work?

I started running in lockdown as a way to get out and exercise, and that has turned into a real love of mine! It’s a great way to get outside, clear my mind and destress and last year I completed the Great North Run for the first time… I think I’d say I enjoyed it!

I love a walk out in Northumberland and exploring the sights and beaches – it’s nearly as good as a walk up the North Coast of Northern Ireland

2mtrust Paraplanner - Rebecca Jones

3. What has been your favourite holiday so far?

Ooo, I love exploring and seeing new places but I think I’d have to say my favourite was going to New York! That was a lot of fun to see places I’ve seen all over the internet in real life and explore the city

4. Do you speak any other languages?

Yes! I studied French and Spanish at University and part of this was to live in France and Spain for a time. I spent 4 months in France and so I am pretty fluent in French but due to COVID my time in Spain was cut short - I only spent 7 weeks there - but I can get by with my Spanish!

I also started learning Italian at University and I’m trying to learn a bit of Portuguese!

5. What is your favourite meal of the day?

I think I’d have to say breakfast – with a good coffee.

I have porridge almost every day and there are so many different flavour combinations to try, its endless - my favourite is some berries with a bit of Nutella.

I do also love having brunch with friends at the weekends!

6. What is your favourite film, tv show or book and why?

If you ask any of my friends, they would say I’m terrible with films, I much prefer books!

As a child growing up, I loved the Harry Potter books - I only actually watched the films for the first time a few years ago!

I’d have to say my favourite book would either be I am Pilgrim or Where the Crawdads Sing. Very different genres but both had me hooked right until the end!

7. What is your favourite season and why?

I love summer, the long nights and beach trips with friends – maybe even a sea swim

I also do love autumn - nothing better than a beach walk on a crisp, sunny autumn day

8. Do you have a life/family motto?

Not especially, but I do believe that everything happens for a reason

9. What advice would you give your teenage self?

Take advantage of every opportunity you’re given and throw yourself into things

Don’t be afraid to try something - if it doesn’t work out, there will always be another door that opens

10. What is (or what would be) your karaoke song?

My Dad does a great “Islands in the Stream” karaoke but I couldn’t possibly confirm or deny if I’ve ever joined him in doing that… Some sort of Kenny Rogers and Dolly Parton impression

So, did you learn something new about Rebecca Jones?

Rebecca currently works directly with one of the Chartered Financial Planners within the Practice supporting clients on their financial journey. She’s a rising star and we’re glad to have her on the team!

“­­­­­­­­­­­­­­­­­­­Rebecca brings her friendly manner and a commitment to client service along with a positive "can do" attitude to problem solving” – Mark Townson, Practice Principal

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Approved by The Openwork Partnership on 28/03/2024

2mtrust has an Adviser who is passionate about football, politics, Lego and pizza in equal measures.

Nath Mallery has been part of the 2mtrust team since 2018 and became a licensed Financial Adviser in 2021. He’s helped many of our clients with their financial planning including mortgage applications and finding appropriate insurance solutions for them - and their families.

But you’re not here to read about mortgages and protection are you?

Whether you know Nath well or not, we’ve asked him some questions about life when he’s not in work-mode. Read on to find out more…

1. What did you do for a job before coming to work with 2mtrust?

I was a careers adviser briefly and before that I worked behind a bar in a local bowling alley.

2. What do you like to do outside of work?

I enjoy collecting (and building) Lego – maybe to far-too-great an extent!

I also play footy every week as the self-appointed captain of our five-a-side team.

3. Do you speak any other languages?

I speak scouse if that counts?! I’m trying to learn French again with the benefit of duolingo as I’m not sure how much help learning où est la bibliothèque at GCSE is likely to be in a real conversation…

2mtrust Financial Adviser - Nath Mallery

4. Do you have a favourite food?

Chicago Town Pizza, croquettes and beans has a favourite since I was a child
(I’m not sure what that says about the food I was brought up on… sorry Mum & Dad!)

5. Do you have any pets?

I’ve got a Pomeranian/husky cross called Lexi who my fiancée rescued – she’s got the personality of a husky but the size of a Pomeranian! I don’t think the other dogs on the estate fear her as much as she thinks they do!

6. What is your favourite film, tv show or book and why?

The Fast & The Furious – I watched it first when I was younger and it’s always been entertaining. I’ve watched it enough now that I could probably quote the entire script…

7. What is your favourite season and why?

The summer because the weather is nicer - so the beer gardens are open - and it includes the most important day of the year (my birthday!)

Although I’m getting married in July this year so maybe that’s a better reason to enjoy the summer..!

8. Do you have a life/family motto?

I live my life a quarter mile at a time

9. What advice would you give your teenage self?

Ignore Mum & Dad – you could still make it as a professional Call of Duty player

10. What is (or what would be) your karaoke song?

I’ve got two! Either “Teenage Dirtbag” by Wheatus (I think it’s fair to say I nail the high-pitched part every time) or “Unwritten” by Natasha Bedingfield - which comes with it’s own actions too!

So, did you learn something new about Nath Mallery?

Not only is Nath an excellent Financial Adviser but we know we can rely on him to bring the entertainment – especially when he starts wearing Christmas socks all year round..!

“Nath is living proof that financial advice is fun - all Nath’s clients have a smile on their face – because they receive good financial advice - with an amusing story along the way” – Mark Townson, Practice Principal

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YOUR HOME MAY BE REPOSSESSED IF YOU DO NOT KEEP UP WITH REPAYMENTS ON YOUR MORTGAGE

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Approved by The Openwork Partnership on 28/03/2024

2mtrust is a Financial Services Practice with four individual Chartered Financial Planners within our team -

  • Dan Mallery
  • Matt Dawson
  • Mark Townson
  • Tom Hicks

We’re excited to also have another Adviser going through the training and examination process so that he can move from being Diploma qualified and become Chartered in his own right

But what does being Chartered mean?

Being a Chartered Financial Planner recognises individuals within the Financial Services industry who

There is then an onus on the member to show that they continue to strive for the highest ethical standards alongside maintaining their qualification level and superb client outcomes

We work hard to ensure our Financial Advisers within the Practice are able to deliver suitable advice - and are always up to speed with compliance and processes

The Chartered hallmark isn’t just a symbol of industry expertise - it also upholds a standard of community

As part of being a Chartered Financial Planner – each individual is required to achieve the Certificate of Professional Standing each and every year through the completion of Continuing Professional Development (CPD) They are also expected to demonstrate their commitment and service outside of Financial Services as a member of society

As a Practice we encourage our team – whether Chartered or not – to support a charity or their local community in some way

We believe volunteering is an integral part of supporting a community and these are some of the ways our team help:

Although this isn’t an extensive list it does give a good idea of how our work family spend some of their time to help within their community - whether we’re in the North East, Scotland, Yorkshire or further away - there’s always a good cause to get involved with and give something back

Giving back to the community is part of the Chartered Membership

You don’t just pay a fee and get given a badge of honour - every single member has to earn their Chartered badge

That’s why we're proud to tell you Dan, Matt, Mark and Tom have definitely earned theirs!

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YOUR HOME MAY BE REPOSESSED IF YOU DO NOT KEEP UP REPAYMENTS OF YOUR MORTGAGE

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Re-approved by The Openwork Partnership on 21/03/2024

The Openwork Partnership is one of the largest networks of Financial Advisers in the UK - and we have been a part of it since the beginning in 2005

We were also an active member of the predecessors of The Openwork Partnership since 1994

But what does this actually mean for 2mtrust and our Advisers?

The Openwork Partnership have the scale and capacity to negotiate with and select products and services from UK consumer retail companies

Our advisers have much greater confidence when we restrict ourselves to only recommending products and services which have been through the due diligence of The Openwork Partnership vetting procedures

But what does this actually mean for 2mtrust’s clients?

You can be confident that not only do we follow through meticulously on all FCA (Financial Conduct Authority) regulations – we also follow all the guidance which The Openwork Partnership are able to give on those guidelines

The Openwork Partnership is a network of over 4,000 advisers across the country. The Openwork Partnership can help us because they:

2mtrust is covered by and supported by The Openwork Partnership to ensure we are upholding their high standards and values to fairly and suitably service our customers

The Openwork Partnership - Branded Notebooks

There are many benefits to being part of The Openwork Partnership because they -

Overall the benefit to you as a client is greater confidence and trust peace of mind that your 2mtrust Adviser comes under the cover of a national firm - making sure that you are treated fairly and the advice we give – whether it’s mortgage and protection or financial planning - is always suitable and appropriate for your individual needs

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YOUR HOME MAY BE REPOSSESSED IF YOU DON’T KEEP UP WITH REPAYMENTS

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Approved by The Openwork Partnership on 13/12/2023
Reapproved by The Openwork Partnership on 15/04/2024

Hello there! I’m Karoline and I’m one of the Investments and Pensions Advisers here at 2mtrust and I help people plan for their retirement and invest their money appropriately.

One of the most frequent questions I’m asked is: “Why is a financial review so important?”

Well, an annual review with your financial adviser helps you –

✔️ Keep your financial goals and ambitions in focus
✔️ Check your money is in the right place
✔️ Make sure you’re using all your tax allowances appropriately
✔️ Stay in control and understand your finances better

Because investment returns can go up and down over time - part of my role is to produce annual investment reports for our clients. Not only do these help you keep track of your pensions and investments - I find them super satisfying and interesting to do too!

Whether you are wanting to invest long-term for your retirement, a future income stream, or perhaps support your children as they move into adulthood, we look at the bigger picture to find the right solution for each individual client’s needs.

I love helping clients make the most of their money and annual reviews are a great way of ensuring we're monitoring the progress of your investments, discussing your financial goals and making any adjustments needed as your circumstances change over time.

I joined the support team at 2mtrust in August 2020 and qualified as a licensed Financial Adviser in March 2022. I live in Gosforth, Newcastle upon Tyne with my son Kallum, 2 slightly hyperactive cats called Charlie and Nyssa, as well as Shadow the mischievous Cavapoo – who you may have spotted in some of the 2mtrust social photos. We do love a good walk on the beach!

Outside of work, I am a Families Worker at Mothers' Union supporting families within the local community and a trustee of Northumbria Deaf Church, which works to provide services that are accessible to all.

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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

HM Revenue and Customs practice and the law relating to taxation are complex and subject to individual circumstances and changes which cannot be foreseen

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Approved by The Openwork Partnership on 13/06/2023
Reapproved by The Openwork Partnership on 15/04/2024

2mtrust are an award-winning Chartered Financial Practice!

In December 2022 members from 2mtrust attended The Openwork Partnership Bitesize Buzz Meeting - hosted online - where the winners of The Northern Regional Awards were announced

2mtrust were awarded not one - not two - but three awards by The Openwork Partnership Northern Region team:

2mtrust - Best Firm Improvement of Funds under Management
Liam Richardson* - Best Newcomer Protection Adviser (2mtrust)
Esther Orridge - Best Marketing and Social Media Presence (2mtrust)

The Openwork Partnership team - who oversee the financial advisers and financial planning firms based in the North of England - have hosted the Northern Region Awards for the past 2 years to highlight outstanding practice and development of firms and their employees

We'd like to say a big "well done!" to Liam Richardson and Esther Orridge for their individual awards - both who joined the 2mtrust family in 2021

We'd also like to say a big "thank you and well done" to Dan Mallery who received a special mention as a primary contributor towards the "Best Firm Improvement of Funds Under Management" awarded to 2mtrust as a Practice.

Dan is one of the Chartered Financial Planners at 2mtrust and he helps clients with their pensions and investment planning

* Liam was our Protection Specialist at the time of these awards

Esther is our Media Leader and has helped 2mtrust grow their digital presence through Facebook, LinkedIn and our shiny new website!

Thank you to Julia Smith and the Northern Regional Team at The Openwork Partnership for organising the awards and choosing 2mtrust for these categories. This was a great surprise and felt like an early Christmas present! We look forward to seeing what 2023 will bring

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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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Originally approved by The Openwork Partnership on 08/06/2023
Reapproved by The Openwork Partnership on 22/05/2024