Alix is our lovely and very friendly Accounts lady. Although she isn't on the front line, you can often find her smiley face at the 2mtrust business meetings and socials where she brings joy to the group.

When she's not in work-mode Alix enjoys getting creative with her kids and spending time having fun with her family - you may or may not have noticed a family resemblance within the 2mtrust team.

Craig has been an integral part of the 2mtrust team since 2016 working directly alongside our Financial Advisers, helping them with their mortgage and protection paraplanning and administrative needs.

When Craig isn't in work-mode he enjoys socialising with family and friends or watching some form of sport on the TV - although controversially not football!

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Has Craig helped you with the process of purchasing a property or insurance? If so, we’d love to hear about it! Please do leave a positive review on our Facebook Page and Google or email a testimonial directly to Craig.

Esther joined the 2mtrust team in 2021 to help build and manage our digital marketing presence. She works alongside our Advisers and Support Team to tell the 2mtrust story on the 2mtrust Facebook and LinkedIn Pages.

Not only has she optimised and standardised the company digital presence, she has also worked with members of the team to ensure their LinkedIn profiles are up to date and compliant with the latest regulations set by the Financial Conduct Authority.

Esther liaises with The Openwork Partnership Financial Promotions team to ensure our social media and marketing content is compliant and delivering appropriate and fair messages about mortgages, protection, investments and pensions across our digital marketing channels, website and blog.

With a passion to celebrate the team, Esther is known for her persistent requests for photos and videos to post on our social media!

James joined 2mtrust in 2021 and has been supporting our mortgage and protection Advisers with their paraplanning and administrative needs.

He is no stranger to the processes of purchasing a property having recently moved his young family up to Scotland. James enjoys getting to know our clients and keeping them up to date with the journey to their dream home.

When he's not filling out mortgage applications or liaising with clients, banks and solicitors, James enjoys playing football, squash and board games.

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Has James helped you with the process of purchasing a property or insurance? If so, we’d love to hear about it! Please do leave a positive review on our Facebook Page and Google or email a testimonial directly to James.

Janine joined the 2mtrust family in 2007 and she managed our office, ensuring our head quarters ran smoothly. During the 2020 national lockdown, 2mtrust moved online and Janine trained as a Paraplanner. She has been successfully working alongside our mortgage and protection Advisers with their paraplanning and administrative needs ever since. She has an eye for detail and enjoys supporting clients on their journey to buying their dream home.

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Has Janine helped you with the process of purchasing a property or insurance? If so, we’d love to hear about it! Please do leave a positive review on our Facebook Page and Google or email a testimonial directly to Janine.

Jo joined 2mtrust in 2020 and works directly alongside our mortgage and protection Advisers. She retains a wealth of paraplanning knowledge and thrives on efficiency across all paraplanning and administrative processes.

Not only does Jo understand what is required to ensure the buying process is as smooth as possible, she has also recently moved house into a new build - so she knows how it feels to be the client. She thrives off building client relationships and enjoys keeping things moving forward as smoothly as possible.

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Has Jo helped you with the process of purchasing a property or insurance? If so, we’d love to hear about it! Please do leave a positive review on our Facebook Page and Google or email a testimonial directly to Jo.

Liz joined the 2mtrust team in 2022 and supports our Financial Advisers with their paraplanning and administrative tasks. With a passion for people Liz has a strong background in customer care and has settled into the team quickly, helping with client mortgage applications.

When Liz isn't in work-mode she can be found at her allotment or exploring woodlands and nature trails across Yorkshire - or further. Liz is also known for her love of wild-swimming and sense of adventure. If there's water, she'll be the first to get wet - whether she's brought her wetsuit or not!

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Has Liz helped you with the process of purchasing a property? If so, we’d love to hear about it! Please do leave a positive review on our Facebook Page and Google or email a testimonial directly to Liz.

Rebecca joined the 2mtrust team in 2022 and manages our remortgage campaign. She enjoys creating efficient processes and ensures our data is up to date so we can contact clients when their mortgage rates are due for renewal.

Since joining us Rebecca has also started working alongside our Financial Advisers to support them with their paraplanning and other administrative tasks.

Out of work hours Rebecca enjoys going on adventures with friends to explore the beautiful coastline of the North East and travels back home to Northern Ireland to see family when she can.

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Has Rebecca helped you with the process of purchasing a property or insurance? If so, we’d love to hear about it! Please do leave a positive review on our Facebook Page and Google or email a testimonial directly to Rebecca.

Sue keeps us all on the right track. She thrives on getting to know each individual member of the team and support them with their role. Although her role is varied, Sue focusses primarily on compliance and training for the whole team.

Working with representatives from The Openwork Partnership and guidance from the Financial Conduct Authority, she is a vital part of how 2mtrust ensure they deliver appropriate, fair and suitable advice to clients - as well as making sure all compliance regulations are met and followed by the Advisers, Paraplanners and the rest of the Support Team too.

If we had to describe Sue in one word it would be "compliance!"

Catherine joined 2mtrust in 2022 and qualified as a licensed Financial Adviser in 2023. She's the second female Financial Adviser on the team and we're excited to have her in the 2mtrust Family.

Colin joined 2mtrust in 2022 and supports clients with their mortgage and protection needs. With a goal to help individuals and families with their finances, Colin shares the 2mtrust mission to work holistically and look at the bigger picture.

After spending some time in the USA, Colin and his family have returned to the UK and he has hit the ground running! He enjoys getting to know clients and building lasting relationships.

If you’d like to find out more about how Colin can help you find the right mortgage and appropriate insurance for you and your family, get in touch via email.

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Has Colin helped you buy your dream home? If so, we’d love to hear about it! Please do leave a positive review on our Facebook Page and Google or email a testimonial directly to Colin.

Carl joined 2mtrust in 2022.

If you’d like to find out more about how Carl can help you find the right mortgage and appropriate insurance for you and your family, get in touch via email.

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Has Carl helped you buy your dream home? If so, we’d love to hear about it! Please do leave a positive review on our Facebook Page and Google or email a testimonial directly to Carl.

Dan joined 2mtrust in 2019 and trained as a Financial Adviser through the Openwork Training Academy. He enjoys getting to know clients on a personal level, developing a relationship of trust and helping with a wide range of their financial planning needs.

His experience through the Training Academy has also enabled Dan to learn the ins and outs of the administrative processes which has helped with working alongside the Paraplanners within 2mtrust.

Dan has a passion to develop within the financial services industry - to ensure he's giving the most suitable financial advice to his clients. He's currently working towards gaining Chartered status by October 2024.

Outside of work Dan enjoys playing any sport - in particular surfing, golf and bouldering - and also getting stuck in with the youth work and music at his local church.

If you’d like to find out more about how Dan can help you find the right mortgage and appropriate insurance for you and your family or look at your pensions and investment options, get in touch via email or direct message through LinkedIn.

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Has Dan helped you with your financial planning? If so, we’d love to hear about it! Please do leave a positive review on our Facebook Page and Google or email a testimonial directly to Dan.

Dan is a Chartered Financial Planner and joined 2mtrust in 2016. With a background in law, Dan has developed his knowledge of financial services and now specialises in wealth planning - with a particular interest in estate planning.

Working closely with the 2mtrust support team, Dan offers each client specific pension and investment options tailored to their needs – taking into account all aspects of their lifestyle and other relative elements that may affect their investment options including ethical preferences, risk appetite and individual objectives.

Dan is also an Affiliate member of the Society of Trusts and Estates Practitioners and works as part of the 2mtrust team to plan estates effectively - so that families' finances are secure for the long-term future.

If you’d like to find out more about how Dan can help you with your pensions and investment options, get in touch via email or direct message through LinkedIn.

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Has Dan helped you with your financial planning? If so, we’d love to hear about it! Please do leave a positive review on our Facebook Page and Google or email a testimonial directly to Dan.

Dave is our Mortgage and Protection Specialist at 2mtrust. He joined us in 2018 and hit the ground running. He's not stopped since!

Our resident Australian currently works alongside Paraplanner Joanne who supports him with the administrative work behind the scenes.

Whether it’s a first time buyer looking for their first home, a growing family looking for their forever-home or a remortgage - or even someone with complex or unusual requirements for a property - Dave has a significant knowledge of up to date mortgage lending criteria to help with the variety of cases.

If you’d like to find out more about how Dave can help you find the right mortgage and appropriate insurance for you and your family, get in touch via email or direct message through LinkedIn.

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Has Dave helped you buy your dream home? If so, we’d love to hear about it! Please do leave a positive review on our Facebook Page and Google or email a testimonial directly to Dave.

Derek joined the 2mtrust team in 2017 as a Paraplanner and qualified as a Financial Adviser in 2018. His journey in the financial services means that he's no stranger to both the administrative processes that underpin his Financial Adviser role.

His passion to build client relationships has enabled Derek to help and support various clients to purchase their first home, move into their family home or forever home and also ensured they have appropriate insurance in place to protect their new property.

With a young family of his own, Derek is also keen to talk to clients about protecting other assets and lifestyles. Looking at the bigger picture he advises on several aspects of protection such as Life Insurance and Critical Illness cover - always ensuring the advice he gives is appropriate and sensitive to the clients needs.

If you’d like to find out more about how Derek can help you find the right mortgage and appropriate insurance for you and your family, get in touch via email.

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Has Derek helped you buy your dream home? If so, we’d love to hear about it! Please do leave a positive review on our Facebook Page and Google or email a testimonial directly to Derek.

James joined 2mtrust in 2022 and is training as a Financial Adviser through The Openwork Business School.

With 10 years experience in the financial services industry, James is working closely with the other 2mtrust Financial Advisers and Paraplanners to build upon his knowledge about appropriate financial products and services.

Combining his love for all things finance with a desire to build meaningful and lasting client relationships - James is helping people with their financial planning and to find the most appropriate and suitable solutions for their needs - and their family's needs.

James has a young family of his own so he understands the importance of planning for yours and your family's future.

Karoline qualified as a Financial Adviser in 2021 and specialises in pensions and investments. Working closely with the Pensions and Investments team, she's been supporting 2mtrust clients with their financial planning needs.

Although Karoline prefers to be a supporting role within 2mtrust, she is an integral part of the team and has a meticulous eye for detail. Because investment rates can go up and down over time Karoline enjoys producing the annual reviews for clients to help them keep track of their pensions and investments.

Outside of work Karoline is a Families Worker at Mothers' Union within her local community.

If you’d like to find out more about how Karoline can help you find the right solutions for your pensions and investment needs, get in touch via email.

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Has Karoline helped you with your financial planning? If so, we’d love to hear about it! Please do leave a positive review on our Facebook Page and Google or email a testimonial directly to Karoline.

Mark is a Chartered Financial Planner and has over 30 years experience in the financial services. Mark established the company in 1992 and has grown his client base and the 2mtrust team over the past three decades offering trusted financial advice to clients and their families.

Far from the stereotypical "Financial Adviser" Mark is known for his no-nonsense and down-to-earth appointments with clients - making it feel much more like a coffee catch up than a boring meeting about money!

Mark's background in performing arts has helped him develop a renowned reputation for building genuine and long-standing relationships with clients - and their families - across the UK. And he's well-known for his amusing stories about family-life and career development... One being about his car ending up in the North sea!

Love is at the heart of everything Mark does and this filters through the 2mtrust team and to his clients alike.

If you’d like to find out more about how Mark can help you find the right mortgage and appropriate insurance for you and your family or look at your pensions and investment options, get in touch via email or direct message through LinkedIn.

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Has Mark helped you with your financial planning? If so, we’d love to hear about it! Please do leave a positive review on our Facebook Page and Google or email a testimonial directly to Mark.

Matt Dawson is a Chartered Financial Planner specialising in pensions and investments.

With a family of his own, Matt understands the importance of planning for your and your family's future. He has a long-standing client base at 2mtrust and works to keep up to date with the latest policies and regulations within financial services.

If you’d like to find out more about how Matt can help you with your pensions and investment options, get in touch via email.

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Has Matt helped you with your financial planning? If so, we’d love to hear about it! Please do leave a positive review on our Facebook Page and Google or email a testimonial directly to Matt.

Nath joined the 2mtrust team in 2018 as a Paraplanner and qualified as a Mortgage and Protection Adviser in 2021.

With a passion to help clients understand their finances, Nath enjoys getting to know people and build long-lasting relationships. His holistic approach to financial planning means that he looks at both short-term and life goals - the bigger picture. From buying a property to finding appropriate protection - and pension planning for life after retirement - Nath finds the most appropriate solutions for his clients needs and aspirations.

When Nath isn't in work-mode you can usually find him supporting Newcastle United Football Club and is known to start wearing Christmas jumpers from 1st November!

If you’d like to find out more about how Nath can help you find the right mortgage and appropriate insurance for you and your family, get in touch via email or direct message through LinkedIn.

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Has Nath helped you buy your dream home? If so, we’d love to hear about it! Please do leave a positive review on our Facebook Page and Google or email a testimonial directly to Nath.

Simon joined 2mtrust in 2022 and is training as a Financial Adviser through The Openwork Partnership Business School.

Working closely with the Financial Advisers and Paraplanners, Simon is developing his knowledge of appropriate financial services and products.

Tim joined 2mtrust in 2022 and qualified as a licensed Financial Adviser in 2023 supporting clients with their mortgage and protection needs.

If you’d like to find out more about how Tim can help you find the right mortgage and appropriate insurance for you and your family, get in touch via email.

Tom is one of the Chartered Financial Planners within 2mtrust - helping our clients with their Mortgage and Protection as well as Pensions and Investments needs.

With a young family of his own, Tom understands the importance of planning for you and your family's future.

Tom enjoys helping clients to purchase their dream home. He has worked with a variety of clients from first-time-buyers getting their foot on the property ladder, to growing families finding their "forever home" and also Landlords looking to expand their Portfolio of property.

If you’d like to find out more about how Tom can help you find the right mortgage and appropriate insurance for you and your family, get in touch via email or direct message through LinkedIn.

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Has Tom helped you with your financial planning? If so, we’d love to hear about it! Please do leave a positive review on our Facebook Page and Google or email a testimonial directly to Tom.