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Individual advice and planning for all stages of life

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Individuals

Pensions & Retirement planning

Plan your retirement with clarity: Guernsey pension advice you can trust

Retirement doesn’t happen overnight - a long-term goal deserves a long-term plan. 2mi can assist with all aspects of retirement planning, starting from scratch, consolidation and providing advice on and arranging UK pension transfers.

Why it matters
  • Benefit from regular reviews to assess and improve your retirement prospects

  • Guernsey Pension contributions can be tax-efficient

  • Ensure sustainable income and withdrawal strategy planning in retirement

  • Succession planning

What we deliver
  • Comprehensive pension audit and review

  • Personalised retirement roadmap

  • Ongoing monitoring and adaptation as your life changes

Investments

Make your money work harder with tax-efficient investments

We believe investing isn’t about chasing the biggest returns - it’s about aligning your wealth with your life. If you’re looking at single investments in Guernsey, regular investment plans, investment bonds or a diversified portfolio, our team delivers independent selection, clear communication and ongoing review.

Our focus
  • Independent selection across global markets

  • Regular investment plans and single-investment strategies in Guernsey

  • Transparent reporting and clear comprehensive and jargon-free updates

The process
  1. Personalised fact find

  2. Risk and goal profiling 

  3. Portfolio design 

  4. Ongoing oversight and adjustments

Protection | Life & health

Protect what matters: Guernsey life insurance & wealth preservation

Life is full of uncertainties. From safeguarding your life or health, we work with you to design Guernsey life insurance strategies that offer security today and flexibility tomorrow. Contact us for your free quote. 

Key areas
  • Life Insurance, Mortgage Protection and Critical Illness Cover

  • Private Health Insurance and Income Protection

What we bring
  • Transparent explanation of cover types and cost-benefit

  • Regular review as your circumstances evolve

  • Clear support for claims and policy changes

Ready to make a change?

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