Insurance
Also covers
ServicesKey-Man Insurance and Shareholder Protection
St Peter Port·Professional Service
2mi Financial Services Ltd is a GFSC-licensed independent financial advisory firm founded in 2006, with a team of around 15 staff. They advise individuals and businesses on investments, pensions, retirement planning, and protection products including life insurance, critical illness cover, and income protection. Corporate services include pension scheme design, employee benefits, compliance support, and key-man insurance. They hold QROPS approval and offer Retirement Annuity Trust Schemes, including UK pension transfers. —
Each capability links to every business in the Baliwick that shares it.
Also covers
ServicesKey-Man Insurance and Shareholder Protection
CredentialsQROPS approved
Cash-flow forecasting, budgeting, and financial-planning analysis for businesses.
From their website
Financial planning
Transaction processing and support for corporate, trust, and fund structures, including sales and successions.
From their website
Succession planning
Mortgage lending and advice for residential property.
From their website
Mortgage protection
Adherence to financial regulations and reporting requirements.
Discretionary and advisory investment / portfolio management.
Compiled from public sources — mistakes are possible. If something here looks wrong, let us know.
Consumer finance firm established 1932 — asset, vehicle, commercial, and residential mortgages.
First fully independent finance broker established in 2003 — personal, business, and mortgage loans.
Investment manager for unit-linked life assurance and Portfolio Bonds
Fiduciary Primary Licensee; family office, trusts, foundations & companies
Boutique asset manager; GFSC-regulated for investment management & family office
Wealth managers — investment, planning, banking, and lending services.