Liz Harris joined 2mtrust in 2022 as a Paraplanner. Working closely to support our Financial Advisers, Liz is a caring and encouraging member of the team, with a heart to deliver excellent customer service.

If you know Liz, when she’s not in work-mode you know she’s a very adventurous person who loves to explore outdoors and be submerged in nature – the more trees or open water the better!

We asked Liz a few questions so you can get to know here a little better. This is what Liz had to say -

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

I worked for Kirklees council as a call operator with Council tax, Housing repairs, payment line

I always made sure I sorted the problem out on the call. Making 60 calls a day

Previous to this I had my own business providing green screen souvenir photos for National Coal Mining museum

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

How long do you have?! I have two allotments, play tennis, Badminton, love wild water swimming, walking in nature, pastel art (I actually sell some of my art online) and I’m even thinking about getting an ice bath.

Liz Harris - 2mtrust Paraplanner

3. What has been your favourite holiday so far?

Anywhere in the Lakes, where I’m planning the whole day

4. What is your favourite meal of the day?

Breakfast – Yoghurt cinnamon, nuts, rhubarb chutney (From the allotment)

Although Puddings are a massive hit, sadly I can’t consume those daily!

But sticky toffee pudding and date crumb, huge jug of custard is top spot

After dinner – Cheese and crackers

5. What are your favourite colours?

Greens & blues

6. What is your favourite season and why?

Late Autumn – colours of the trees, first frost, misty vistas low sun, cloud inversions, currently love chasing Auroras

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

Mclouds Daughters

Hamish Mcbeth

Shetland

Bergerac

I love 80s programmes

8. What advice would you give your teenage self?

Whatever comes in to your head just do it

9. Do you have a life/family motto?

“An hour of planning can save you 10 hours of doing”

“We have sunset resets – to restart your day”

“I love woods & trees – Forests are for rests”

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

Anything soft Rock from the 80s - Journey “Don’t stop believing”

So, did you learn something new about Liz Harris?

Liz settled into the 2mtrust team and currently works primarily supporting Financial Advisers Colin Blois and Dan Cassidy with their clients’ financial planning.

“Liz has been a client of 2mtrust for over 20 years. When we were looking for a new member in our support team we knew Liz had won awards for delivering outstanding customer service. And we were delighted when she agreed to join us!” – 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 27/12/2023

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

2mtrust are a Chartered Financial Planning Practice

2mtrust Team Photo 2023 - Financial Services Practice - Part of The Openwork Partnership

ADVISING FAMILIES

2mtrust are a Financial Services Practice - advising families across the UK on all aspects of financial planning

It is normal for us to advise multiple generations of the same family as each age group has different needs

Our clients regularly recommend that both their parents and their children should use us for their own financial planning advice

OUR WORK FAMILY

We have a strong team of licensed Financial Advisers

We couldn’t give the advice we give if we didn’t have a great support team giving us the administrative help that we need

Our Paraplanners are the people who work alongside our Financial Planners

We regard our whole team of people as our “work family” – every member of our work family is needed to perform their role in order that we can deliver our overall client service

We look after and we look out for each other on a day by day basis and treat each as brothers and sisters – creating a family atmosphere at work is important in ensuring that everyone feels that their contribution is not only needed – but appreciated and valued

2mtrust FINANCIAL ADVISERS

Our Financial Advisers enjoy working closely with our clients – we need to understand a lot of practical details – but we also work to ensure we understand their goals and desires – we need to know how their family interact and their dreams and ambitions

We cannot always achieve everything that our clients would like to achieve – but we are often able to turn a client’s top priority into reality – our advisers have the knowledge about what is possible – and then have the determination to make it happen

Sometimes our clients want to buy a dream home – our Advisers always try everything possible to make it happen

Sometimes our clients want to be able to retire – our Advisers always try to re-position their finances to make it happen

Because financial advice is an intimate professional relationship we work together with clients over many years with all of life’s ups and downs – we feel privileged when we are involved in helping a client coping with loss or celebrating success

When our clients experience financial difficulties – they turn to us for advice

When our clients experience financial opportunity – they turn to us for advice

Our client meetings are a mixture of meeting in person and video meetings – we always seek to deliver a personal service in a way that is relevant and effective – as well as considering sustainability

2mtrust PARAPLANNERS

Our Paraplanners are usually behind the scenes - working hard to deliver on the advice and proposals given by the Advisers. Working directly alongside the Advisers, they have the mammoth tasks of the on-going chasing of product providers, data collection, documentation and ongoing communication with clients to ensure everyone is up-to-speed and cared for. If you have a question about your case, the Paraplanners can usually answer it. They know their stuff too!

2mtrust SUPPORT TEAM

The rest of the support team help with vital operations to keep everything running smoothly

We’ve gone Digital!

In 2020 we closed our offices and moved to working from home and working on-line – our team are in daily meetings with each other on a virtual basis – we are no longer geographically confined to one area of the UK but our team are spread across England and Scotland as remote working is normal

More of our team have been able to adapt their work-life balance to suit their families much better

2mtrust Team Photo - PFS Conference 2023

FAMILY TIME

Working from home has been great for us but we still love to meet together. That’s why we organise in-person meetings or socials from month to month. You may have seen pictures from our business meetings and socials on our Facebook and LinkedIn pages. We enjoy our time together.

Mark Townson started 2mtrust on his own in 1992 – now we have a whole team of lovely people who make up our work family and we advise thousands of clients around the country

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

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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Approved by The Openwork Partnership on 13/12/2023

We recently packed our bags and travelled down to Wales for an overnight stay at the beautiful Celtic Manor.

No this wasn’t just a very extravagant 2mtrust team meeting - we made the most of the trip to attend the Personal Finance Society Conference at the ICC Wales.

Although it was a very long journey for most of the team we enjoyed time together in the evening and explored the conference the following day.

With informative seminars and a variety of exhibitors to chat to, everyone spent the day soaking up the atmosphere and seeing who could get the best merch!

When we weren’t “playing” we were learning and networking.

We asked everyone what “golden nuggets” they came away with from the PFS Conference -

“Having the attitude to serve our clients – we have something to give rather than something to get” – Colin Blois

“Having a heart for inter-generational planning so that each generation in the family becomes clients” – Catherine Bockett

“Taking all the ideas and updates from the conference and using them to improve both personal/individual experience, the clients experience and the experience of 2mtrust as a whole” – Sue Townson

There was so much covered at this event and it was great to spend the time together, learning how we can build upon the foundations we already have - to love our clients even more!

Thank you and well done to everyone involved in organising the Personal Financial Society Conference 2023 including the seminar speaker and exhibitors. Our team came home with a fair few lovely freebies from the suppliers! After all, isn’t that part of why you go to a conference?