Simon Keeble and James Salt joined 2mtrust in 2022 and are both currently studying to achieve their CII Diploma in Financial Planning through the Openwork Partnership Business School.

With six exams, plus 2 licensing courses, this is no small feat. They are on track to complete this Level 4 qualification in early 2024 and we’re excited to see them progressing through the training.

Being part of a thriving Financial Practice has allowed Simon and James to work alongside our established financial advisers and support team to gain valuable experience about the systems and processes used to deliver holistic and appropriate financial advice for our clients.

We asked James and Simon what they have enjoyed about their training so far –

“So far I think I learned the most doing the RO2 exam about Investment Principals and Risk. However, I have really enjoyed the training focussing on how to provide top-quality advice to clients in a financial review. I love being able to help people and feel like this training has consolidated the other knowledge I have amassed throughout the course up to now.” – James Salt, Financial Adviser at 2mtrust

“I have enjoyed RO3 the most so far because it focusses on tax planning – which means there are lots of calculations that play to my strengths as a mathematician.” – Simon Keeble, Financial Adviser at 2mtrust

Both Advisers are so close to completing their Diplomas and we’re looking forward to celebrating the day they have finished all six of their exams.

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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

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 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
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