Simon Keeble Email & Phone Number

Newcastle Upon Tyne, England, United Kingdom

2mtrust is a Chartered Financial Practice. We have a team of Advisers as well as a strong support team committed to delivering holistic financial planning for our clients - covering mortgages, protection, pensions & investments.Since becoming a Financial Adviser in 2023, I am able to assist my clients on the following areas of their financial planning:- Pensions- Investments- InsuranceIn addition to advising my own clients, I also work closely with other advisers in 2mtrust. In particular, I often team up with our Practice Principal, Mark Townson, to develop recommendations for many of his clients. This gives me the opportunity to work with clients in a diverse range of situations that I might not otherwise encounter.

Newcastle Upon Tyne, England, United Kingdom

I began my time at 2mtrust as a Relationships Manager, working closely with other members of the team on their client banks. In particular, I worked closely alongside Mark Townson and Dan Mallery.Much of my work was behind the scenes: gathering and processing information on clients' existing arrangements and preparing recommendations accordingly. However, I still had plenty of opportunity to connect with clients through email, over the phone and by attending some appointments.Even now, as an adviser, I continue to work closely with both Mark and Dan, which has been instrumental in building a strong rapport with them.

Newcastle Upon Tyne, England, United Kingdom

Before entering the world of Financial Services, I worked as an Engineer at AMECaL, a Precision Calibration Laboratory that specialises in calibrating instruments and equipment for companies throughout the UK.My area of expertise was calibrating electrical equipment. This involved following established procedures for various instruments to ensure they were produced accurate readings and measurements.I quickly adapted to this role by following a methodical and logical process, a skill I have carried with me into the world of Financial Planning.