Professionally
Paul has worked in financial services for more than 30 years. His experience began in insurance; he held a number of senior positions at Friends Provident and Scottish Amicable before becoming a Director for two leading independent financial advisory firms. He founded RMI in 2009.
As one of the first individuals to become a Chartered Associate of the London Institute of Banking & Finance, as well as a Member of the CISI, Paul is amongst the UK’s leading Independent Financial Advisers and has been awarded TopAdviser status with VouchedFor since 2020 and has appeared in the Sunday Times.
Paul's areas of expertise includes helping those with complex financial needs including pension consolidation and retirement income planning using sophisticated forecasting tools. Inheritance tax planning and advising business owners on tax efficient vehicles.
The Important Stuff
Paul's qualifications
- Chartered Associate of the London Institute of Banking & Finance
- Financial Planning Certificate
- Level 6 AdvDiploma in Financial Advice
- Level 4 Diploma for Financial Advisers
- Level 3 Certificate in Long-term Care Insurance
- Level 3 Certificate in Regulated Equity Release
- Level 3 Certificate in Mortgage Advice and Practice
- Level 3 Certificate in Mortgage Advice
- CF8 Pensions Simplification
- CF9 Pensions Simplification
- CF1 UK Financial Services, Regulation and Ethics
- CF2 Investment and Risk
- Bachelor of Science Degree BSc
Likes
- Red wine
- The National Trust
- Political history
- Theatre
- Documentaries
Dislikes
- Soaps
- Dangerous driving
- Fake news
- Over-reliance on social media
- Shoddy workmanship
Get To Know Paul
Chartered Member (Chartered MCSI)
Holding a Charter is a prestigious achievement that recognises Paul’s commitment to achieving and maintaining the highest standards of professionalism and demonstrates to clients and peers that he is at the top of his profession. This shows Paul’s extensive knowledge of the profession, which is achieved through a combination of qualifications and a consistent record of continuing professional development (CPD).
Chartered Associate of The London Institute of Banking & Finance
Chartered Associate status is a mark of professional excellence and shows that he is highly qualified, experienced, and committed to the highest professional and ethical standards. It raises Paul’s professional profile and gives confidence to clients that he can provide expert service.
Certified Mortgage Adviser (CMA)
This is a mark of professional competence that helps Paul stand out from his peers. Individuals with the Certified Mortgage Adviser (CMA) badge hold the appropriate qualifications for giving mortgage advice.
What our clients say
I was recommended Paul and Bryony as financial advisers by a friend. My husband and I were particularly interested to think about where to invest our savings. They have helped us to think about what level of risk we are prepared to engage with and explained the different possibilities very clearly and thoroughly, enabling us to maximise the potential of our investments. They also provide regular updates. We have been very pleased with their service and have already recommended them to others.
London
I have been a client of RMI since their foundation. Prior to that, I dealt with the directors for my own personal pension and our business pensions. This relationship as existed for the last 25 years. During this time, I have received first-class support and advice. I have always been kept informed on financial trends and opportunities. To this end I was able to plan retirement early if I wished. More importantly, I was able to choose the right opportunity as when to retire. Since retiring, I continue to receive the highest service and advice on fund management.
Ex General Manager
Leicester
We have dealt with Paul and his staff for over 20 years and have received a first-class service that is completely to our entire satisfaction. We would have no hesitation in recommending the company to anyone who is seeking financial advice.
Ex Non-Executive Director, Earl Shilton Building Society
Leicestershire
It’s a great comfort to have Paul Eason and his team on call if I have any queries or concerns about my finances.
Oxford
Paul Eason and Bryony Evans have competently managed our investments for the past twelve years. Their service has been managed diligently; they have provided consistency of advice for positive results. This has given us satisfaction and confidence in their ability to handle our personal affairs. Their research and advice are in-depth, concise and clear. They have demonstrated a thoroughness in all aspects of our personal financial planning.
Devon
Following a personal recommendation from a colleague some two years ago, Bryony and Paul provided advice to my wife and myself on planning for my forthcoming retirement. Latterly they have helped another family member on how best to invest a lump sum inheritance. On both occasions, they have guided us through the various options available, indicating the pros and cons in an easily understandable way. They continue to provide regular updates on how the investment is performing. We have always found them to be attentive, knowledgeable and a pleasure to deal with. We would have no hesitation in recommending them to a friend seeking an adviser.
Rutland
When you are investing, you need confidence to make decisive commitments. Paul Eason and Bryony Evans at RMI are true professionals that you can trust implicitly for commercial and personal advice and transactions.
Chairman, Cellular Mouldings Ltd
Northants
RMI not only deal with all our company's employee benefits schemes, but also provide invaluable support for us on a personal level. Nothing is too much trouble and we have found their service to be effective, efficient and friendly. We would recommend RMI to any company or private individual looking for a comprehensive and personal service.
Ex Directors of The Bright Consultancy Ltd
Bournemouth
Paul and Bryony have advised us for over ten years. They bring strong market knowledge and analysis to provide balanced views for investment decision making. This is then backed up by thorough administration - all delivered in a professional and easy-going manner.
Concept Shape Ltd
Cheshire
RMI Independent Financial Advisers have been assisting our clients with knowledge and insight into the world of pensions and protection for over 10 years. They have helped many of our company and personal clients navigate their options and meet the legislative duties around pensions and auto-enrolment in the most efficient way, whilst giving them the confidence to plan effectively for their future. We have no hesitation whatsoever in recommending their services to not only our clients, but to other professional connections.
Accountants
Wiltshire
Paul has been a trusted adviser to our business for over 20 years and he and Bryony continue to support us with our company pension scheme whilst providing first class financial advice. We would highly recommend RMI for anyone seeking a quality financial advisory service.
Managing Director, LINAK UK Ltd
Birmingham
I was looking at my potential retirement options and RMI were able to come up with a bespoke pension solution that enabled me to retire earlier than I had expected.
Not knowing how to plan for the future, I required advise about pensions and insurance policies and Paul has helped by being constantly available, calm and pragmatic.
Director
Paul was recommended to me by one of his clients and I was looking for a financial adviser who could help with a pension scheme for my employees and also for my personal plan.
Paul helped all the members of my team. He had time and patience and everyone individually with their various circumstances. He was also very helpful with my personal pension during the time I have my business. My personal circumstances have now changed and Paul’s advice has been invaluable.
Business Owner