If you have a high salary, or have recently received an inheritance, it’s important to manage your wealth with care. Making the right decisions now will ensure that you and your family can enjoy your wealth for longer.
If you have built up your wealth over your lifetime, you might feel as though you’re not managing as effectively as you could; you want someone to show you the best path for you, your family and your personal goals.
If you have recently inherited money or assets, you might feel even more bewildered; you want to make sure you’re making the right decisions. No matter your situation, we will show you how to use, invest and enjoy your wealth in a way that is purposeful and sustainable.
Depending on your situation, we can help you to:
- Establish your needs, concerns, goals and desired lifestyle, both now and in the future
- Assess the value of your existing pensions, savings and investments and establish if they’re best-placed to achieve your goals
- Consider how your capital can be arranged in the most tax-efficient way
- Invest your wealth in a way that meets your attitude to risk, as well as your goals
- Use wills and trusts to minimise your Inheritance Tax liability; leaving more of your wealth to your loved ones
The way we work covers the following steps:
- We will first organise an initial meeting in order to get to know you, your goals and your financial situation. It’s also an opportunity for you to find out more about us, our services and the way we charge.
- If you decide to engage our services, we will analyse your financial information and complete thorough research into bespoke recommendations; which will ultimately enable us to create a comprehensive personal report.
- We will then present our recommendations to you. Once you are happy with every detail, we will implement the strategy on your behalf.
- Once our recommendations have been implemented, we will meet with you regularly to review its suitability in line with your personal circumstances and any changes to regulation.
- Our service details and charges vary depending on your situation, needs and desired level of ongoing advice. You can view a full breakdown here.
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
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.
