Bespoke

independent advice

Located in Market Harborough, we pride ourselves on providing a professional and personal service that brings peace of mind to individuals and businesses across the Midlands, London and the rest of the UK.

With more than 50 years of providing independent advice, our financial advisers have the knowledge and expertise to make your financial and lifestyle goals a reality. Backed by a supportive and dedicated team, we ensure that you receive the guidance and assistance you need every step of the way.

Meet our team

Who we

work with

Over the years, we have developed specific expertise in helping people who fall under one or more of the following categories:

People planning
for retirement

We guide you every step of the way to designing and implementing a retirement strategy that allows you to achieve the lifestyle you want.

People
with wealth

Whether you are a high earner with wealth or concerned about inheritance tax, we will show you how to sustainably use, invest and enjoy your wealth.

Business
owners

We specialise in providing the owners of small to medium enterprises with comprehensive solutions that consider their personal and business goals.

Professionals

We work closely with professionals such as accountants and solicitors to offer a truly integrated service to both our clients and yours.

Sustainable
investors

Your investments can have a much deeper purpose than profit alone. We can help you to align your investment portfolio with your personal values.

People looking
for a mortgage

We offer independent mortgage and finance advice to individuals, business owners and companies in the UK and around the world.

      
   RMI Independent Financial Advisers
   24 Google reviews 
  Write a review 
 
 
 
   
 
 
      Posted on Google  
   
   Alistair Millen 
 9 days ago
 
 
 Trustindex verifies that the original source of the review is Google. Great team and advice. Paul and Bryony have helped us navigate business investments, pensions and personal finances all resulting in great results compared to our previous strategies.

Having a team thats a small personal unit really makes a difference rather than a big FA machine where you are just a number rather than a valued customer.

Highly Recommend.
  
 
     Posted on Google  
   
   Kim Bames 
 111 days ago
 
 
 Trustindex verifies that the original source of the review is Google. I recently received support from RMI with my pension planning and I couldn't be happier with the service.

Bryony was incredibly friendly, professional and always happy to answer any questions I had in a clear and easy-to-understand way.

She took the time to explain my options and helped me feel confident about planning for the future. Nothing felt rushed and I genuinely felt supported throughout the whole process.

Thanks to Bryony at RMI for providing such excellent customer service. I would highly recommend them to anyone looking for help with pension planning or financial support.
Thank you again for all your help!
  
 
     Posted on Google  
   
   richard emery 
 195 days ago
 
 
 Trustindex verifies that the original source of the review is Google. Clear and great advice
  
 
     Posted on Google  
   
   Gilbert Holmes (Gil) 
 684 days ago
 
 
 Trustindex verifies that the original source of the review is Google. Paul and the team always have clear and concise advice. Their down to earth approach to finances makes perfect sense.
  
 
     Posted on Google  
   
   Ben Wormleighton 
 691 days ago
 
 
 Trustindex verifies that the original source of the review is Google. Paul & Bryony are excellent and clear communicators in the minefield that is financial planning and after having 4-5 sessions with them over the last few years, feel as though my investments are secured for the future.
  
 
     Posted on Google  
   
   Nick Llyod 
 698 days ago
 
 
 Trustindex verifies that the original source of the review is Google. Paul and the team at RMI offer first class financial advice. I first contacted them in 2021 regarding financial panning and advice about my future retirement plans. They have since provide a first class service, and excellent financial advice aimed at helping me achieve my goals. I couldn't be more pleased and would highlight recommend them to anyone looking for sound financial advice.
  
 
     Posted on Google  
   
   andy stock 
 699 days ago
 
 
 Trustindex verifies that the original source of the review is Google. Paul and Bryony have always given 1st class advice regarding my pension, whether forward planning for retirement or moving of funds, they are always clear on what should be done and why
You always feel that you are their only client, and I would have no hesitation in recommending their services
  
 
     Posted on Google  
   
   Jill Trendell 
 700 days ago
 
 
 Trustindex verifies that the original source of the review is Google. Have worked with Paul and his team for over 5 years. He has always provided timely and quality advice and ongoing service
  
 
     Posted on Google  
   
   David Leyland 
 868 days ago
 
 
 Trustindex verifies that the original source of the review is Google. After a couple of bad experiences with other financial advisers, we found RMI  through Which as a recommended provider. We found RMI to be outstanding. We have now been with them several years and found them to be professional, approachable and knowledgeable. We would not hesitate to recommend RMI.
  
 
     Posted on Google  
   
   Angharad Gibson 
 874 days ago
 
 
 Trustindex verifies that the original source of the review is Google. This year Bryony helped me and my husband with providing pieces of financial advice on a pension lump sum he’ll be receiving soon, and diligently and carefully highlighted the timings this might take as well as the tax implications and our options. She clearly laid this information out over the phone in a calm, professional and unbiased way. We had a question during the call which she investigated and came back to us quickly whilst on the call. Bryony gave an in-depth overview of the priorities we will face in the next 24 months with regards to pension benefits as well as credit score positioning in the run up to the next phase of our life together with selling up and moving out of London. She ensured we had a bigger picture of the financial future and took down and carefully illustrated our priorities and actions. We thought she was succinct, patient and thorough, covering off all of our questions. Thanks so much Bryony! ☺️
  
 
     Posted on Google  
   
   Paul Tatlock 
 943 days ago
 
 
 Trustindex verifies that the original source of the review is Google. Never had to use a financial advisor before but I can fully recommend these guys.very friendly very quick and more importantly they sorted everything out with no fuss.
  
 
     Posted on Google  
   
   Gaynor Tams 
 994 days ago
 
 
 Trustindex verifies that the original source of the review is Google. I must agree with the other reviews, RMI, Paul, Bryony and the team sorted out my pension smoothly and explained everything so even I could understand. Pensions to me are a minefield but they answered all my questions putting me at ease and as such feeling comfortable with the decisions made. I am happy to recommend their services to other people.
  
 
     Posted on Google  
   
   Arthingworth Events 
 1248 days ago
 
 
 Trustindex verifies that the original source of the review is Google. The service I received from RMI was first class. Paul was friendly and helpful in his approach and as a result, I am in a much better position to plan ahead for my retirement.  Thank you!
  
 
     Posted on Google  
   
   Sam Hill 
 1278 days ago
 
 
 Trustindex verifies that the original source of the review is Google. Excellent experience with RMI and Sophia helping us with our mortgage. Fantastic service, they worked tirelessly. Thanks very much.
  
 
     Posted on Google  
   
   Jeremy Ingram 
 1337 days ago
 
 
 Trustindex verifies that the original source of the review is Google. Thank you RMI for supporting me through a very tedious process of determining my pension provision. Thank you Paul and Bryony for your expert help and Emma and Jayne for swiftly sorting out my queries. The thought of sorting my pension out was very stressful  and RMI have helped calm the waters! Thanks again, Jeremy
  
 
     Posted on Google  
   
   Chris Aspley 
 2267 days ago
 
 
 Trustindex verifies that the original source of the review is Google. Paul and Bryony at RMI were excellent in setting up my pension. They take a very relaxed and friendly approach which really put's you at ease with making decisions on your future. I would recommend RMI in a heart beat.
  
 
     Posted on Google  
   
   Andy Milner 
 2285 days ago
 
 
 Trustindex verifies that the original source of the review is Google. Both Paul and Bryony were excellent from the start of the process to the last. Communicative at all stages, they carefully mapped out an investment strategy that would meet our needs now and in the future. I would thoroughly recommend their services.
  
 
     Posted on Google  
   
   Rob Ogilvie 
 2367 days ago
 
 
 Trustindex verifies that the original source of the review is Google. RMI Independent Financial Advisors, to me,are everything a Financial Advisor should be.They show knowledge and a professional attitude when talking investment and pitch the information at a level one can understand.High risk, low risk, short or long term plans can be advised upon with confidence and clarity.l have been a client of Paul Eason some thirty plus years and during that time, of both economic stability and uncertainty, l have always received the correct advice and guidance to help maximise my investment and to put that investment to good use.
  
 
     Posted on Google  
   
   Peter Burditt 
 2367 days ago
 
 
 Trustindex verifies that the original source of the review is Google. We have worked with RMI for over 3 years now and have found their advice and management of the family's finances excellent. We wanted ethical investments and Paul and Bryony have ensured these have been successful.
  
 
     Posted on Google  
   
   Kevin Fishwick 
 2367 days ago
 
 
 Trustindex verifies that the original source of the review is Google. Paul and Bryony have been looking after my personal pension plan for the last 2 years. Paul and Bryony deliver a first class service and are responsive to any enquiries i have. I would have no hesitation in recommending them to anyone who is seeking financial advice.
  
 
     Posted on Google  
   
   Charlotte Heppell 
 2367 days ago
 
 
 Trustindex verifies that the original source of the review is Google. Paul and Bryony dealt with my pension mess a couple of years ago very quickly and efficiently. They even let me visit their home at a time to suit as I live away in the week and appointments are difficult. I wouldn't use any other company now.
  
 
     Posted on Google  
   
   Reenee Singh 
 2371 days ago
 
 
 Trustindex verifies that the original source of the review is Google. Paul and Bryony are always helpful, reliable, prompt and friendly.

I couldn't wish for better financial advisers!

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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

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.

Mr. M Moore

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.

Mr J Channing

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.

Ms M Topham

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.

Mr & Mrs S Price

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.

Mr & Mrs P Teasdale

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.

Mr D Matthews

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.

Mr & Mrs I Bates

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.

Mr & Mrs I Morton

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.

Sunflower Accounts Ltd

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.

Mr J Turner

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.

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

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.

D Harrison

Business Owner

Get In Touch

If you’d like to learn more about our services, please book a 30-minute meeting using the booking link below. We’ll use this opportunity to discuss your requirements and current situation.

Book your free introduction call