Fee-based advice

Depending on client preferences, 2mi can either charge fees or take remuneration from product providers or both.

Investment Analysis

Financial markets are constantly changing. Investment portfolios require ongoing analysis to make sure they remain within clients risk profile and continue to meet clients capital growth and income needs.

Financial Reviews

The Financial Review is a two way process designed to highlight potential gaps in life/protection cover and to ensure that your cover remains relevant to your ongoing circumstances/requirements. Investments, pensions and mortgage arrangements can be analysed to ensure financial matters are streamlined and effective.