Our services

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Our service options

Initial Advice & Strategy
Essential Wealth Management
Premier Wealth Management
Initial Meeting
Analytical Fact Find
Risk Profiling
Holistic Planning
Cashflow Planning
Consolidation of Assets
Suitability Report
Investment Review
Once a year
Up to four times a year
Risk Profiling
Once a year
Up to four times a year
Analysis of Assets
Direct from provider
Once a year
Up to four times a year
Valuation/Online Valuation
Once a year
Up to four times a year
Once a year
Up to four times a year
Administration Services
Telephone Contact
Product Provider Liaison
Ad hoc Requests
Personal Records Maintenance
Assistance with Tax Returns
Typical Initial Fee *
Up to 3% subject to min £500
Up to 3%
Up to 3%
Typical Annual Fee *
Up to 0.5% subject to a min £200
Up to 1% subject to min £460pa
Up to 1.25% subject to min £720pa

What are the details of the initial and ongoing services?

We will carry out the following functions on your behalf:

Initial services

(All options)
We will:

  • Review your present financial situation
  • Identify current needs and future objectives
  • Review any existing plans
  • Compare existing arrangements against objectives
  • Explain the main investment asset classes
  • Discuss and determine your attitude to risk
  • Analyse findings from the initial meeting
  • Research the appropriate markets
  • Choose the appropriate services and/or products
  • Provide written illustrations and terms for any recommended products
  • Provide a written report detailing any recommendations
  • Complete and submit any application forms on your behalf
  • Monitor the progress of any applications made
  • Deal with any queries that are generated by product providers
  • Ensure you are kept informed of progress where necessary

Ongoing services

(Wealth Management options only)
We will:

  • Deal with any enquiries from you once your plans are in force
  • Deal with any correspondence issued by product/service providers
  • Maintain an up-to-date computer record for all of your arrangements
  • Obtain all the necessary information to enable us to undertake regular reviews with you
  • Review our previous recommendations against your stated objectives
  • Update your financial position
  • Review your attitude to risk
  • Ensure your investments continue to be suitable
  • Review the impact of tax/legislation changes
  • Recommend changes, if appropriate, and implement/administer any changes
  • If appropriate, liaise with your accountant, solicitor or other professional advisers

How are we paid?

Once you have decided upon the level of service you require, we will agree a fee for our work which can be paid by you personally or can be deducted from any products that we have recommended.

For example: If you had a pension fund worth £100,000 and you selected our Essential Wealth Management Service, our fees would start at typically £970 plus £41.66 per month (0.5% of the fund value). Our fees are not subject to VAT and can often be taken from the product.

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Independent financial advice

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Mortgages & Finance

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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.

Dr C Oliver


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.

Mr. M Moore

Ex General Manager


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.

Mr J Channing

Ex Non-Executive Director, Earl Shilton Building Society


It’s a great comfort to have Paul Eason and his team on call if I have any queries or concerns about my finances.

Ms M Topham


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.

Mr & Mrs S Price


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.

Mr & Mrs P Teasdale


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.

Mr D Matthews

Chairman, Cellular Mouldings Ltd


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.

Mr & Mrs I Bates

Ex Directors of The Bright Consultancy Ltd


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.

Mr & Mrs I Morton

Concept Shape Ltd


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.

Sunflower Accounts Ltd



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.

Mr J Turner

Managing Director, LINAK UK Ltd


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.

B Kilfeather

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.

Dr R Singh


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.

D Harrison

Business Owner

Get In Touch

If you’d like to learn more about our services or book a meeting, please leave a message and a member of the team will be in touch.

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