1. Home
  2. breadcrumb-arrow
  3. Find an adviser
  4. breadcrumb-arrow
  5. East Midlands
  6. breadcrumb-arrow
  7. Leicestershire
  8. breadcrumb-arrow
  9. Market Harborough
  10. breadcrumb-arrow
  11. RMI Independent Financial Advisers

RMI Independent Financial Advisers

Independent Financial Adviser  71 Burnmill Road, Leicestershire, LE16 7JG
First meeting at adviser's own cost
We’re independent Financial Advisers dedicated to providing tax-efficient solutions to individuals and businesses across the Midlands and London.
We can advise you on
check
Annuity purchase
check
Auto enrolment
check
Pension consolidation
check
Pension drawdown
check
Pensions & divorce
check
Pensions & retirement planning
check
Pensions review
check
Pensions transfer
check
SIPPs
check
Stakeholder
check
Wealth management
check
Ethical investments
check
ISA / Unit Trusts / OEICs
check
Investing for income
check
Investment trusts
check
OEICs
check
Offshore investments
check
Socially responsible investments
check
Unit trusts
check
Lump sum
check
National savings
check
Regular savings
check
Savings for children
check
School fees planning
check
Critical illness
check
Income protection insurance
check
Life insurance
check
Capital gains tax
check
Estate planning
check
Income tax
check
Taxation planning
check
Corporate pension
check
Employee benefits
check
Group Pension/Stakeholder
check
Group Protection/Life Insurance
check
Group critical illness
check
Group income protection
check
Group life insurance
check
Group private medical insurance
check
Group risk
Make an enquiry Request a call back Recommend to a friend
Response rating
9.0/10
phone Show number
check
FCA authorised
Last authorised 20th June 2022
Meet our advisers
Mr Paul Eason Bsc AdvDipFA Chartered Associate of London Institute of Banking & Finance
Director & Financial Adviser

This qualification assesses a knowledge and understanding of the principles of equity release, the different types of schemes available and the circumstances where equity release is an appropriate solution for the customer.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

This qualification assesses a knowledge, understanding and application of the different types of long-term care insurance.

This qualification is for those individuals that wish to undertake additional qualifications above the benchmark requirement and covers investment strategies, taxation, trusts and later life planning.

MCSI membership is full membership of the CISI, and denotes a high level of achievement and competence. It is awarded to those with a suitable combination of qualifications and experience

Having achieved the IFS Level 6 Diploma in Financial Advice, advisers can go onto to achieve this recognisable benchmark of quality and ethical practice for financial services professionals, elevating financial planning and advice in the public eye to the same standing as other Chartered professions. The holder must demonstrate a combination of experience, financial qualifications, ongoing educational activity (continuous professional development) and ethical behaviour.

MISS Bryony Evans Chartered MCSI BA(Hons) AdvDipFA Chartered Associate of London Institute of Banking & Finance
Financial Adviser

This qualification assesses a knowledge and understanding of the principles of equity release, the different types of schemes available and the circumstances where equity release is an appropriate solution for the customer.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

This qualification assesses a knowledge, understanding and application of the different types of long-term care insurance.

This qualification is for those individuals that wish to undertake additional qualifications above the benchmark requirement and covers investment strategies, taxation, trusts and later life planning.

Having achieved the IFS Level 6 Diploma in Financial Advice, advisers can go onto to achieve this recognisable benchmark of quality and ethical practice for financial services professionals, elevating financial planning and advice in the public eye to the same standing as other Chartered professions. The holder must demonstrate a combination of experience, financial qualifications, ongoing educational activity (continuous professional development) and ethical behaviour.

What our clients say
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 individual looking for a comprehensive and personal service.
Ian and Shona Bates, London/Birmingham
Paul and Bryony have advised us for over six 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.
Ian and Linda Morton, Wilmslow, Cheshire
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.
David Matthews, Corby, Northamptonshire
It’s a great comfort to have Paul Eason and his team on call if I have any queries or concerns about my finances.
M Topham, Oxford
We have dealt with Paul and his team 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.
John Channing, Hinckley, Leicestershire
We were becoming increasingly concerned about workplace pensions and our obligations as an employer. There was no need - RMI were at hand to help us through the process.
Alison Sussex, Bideford, Devon
We contacted RMI a number of years ago to ask for assistance in establishing a qualifying workplace pension scheme (QWPS) and a group life scheme for our employees. They worked efficiently and it was a joy to work with them. I would thoroughly recommend their services to any company looking to establish employee benefits.
Malcolm Moore, Enderby, Leicester
Paul Eason and Bryony Evans have competently managed our investments for the past twelve years. Their service has been managed diligently and they have provided consistent advice and 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 thoroughness in all aspects of our personal financial planning.
S & C Price, Ivybridge, Devon
About us

With close to 50 years of experience between them, our Financial Advisers have the knowledge and experience to make your financial and lifestyle goals a reality. We pride ourselves on providing a professional and personal service which promotes peace of mind.

Our goal is simple: to grow, manage and protect our clients’ assets.

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 or have received an inheritance, 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 take into account both 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.

Our services

Our commitment to providing bespoke advice, delivered by experienced and highly-qualified professionals, sets us apart from the rest.

• We are Independent: We can recommend solutions from the whole market. You can always be certain that we have your best interests at heart.

• We are Chartered Advisers: Our Financial Advisers, Paul Eason and Bryony Evans, are Chartered Associates of the London Institute of Banking and Finance.

• We work with people across the UK: From our base in Market Harborough, we are perfectly situated to advise local people as well as those who live across the Midlands and London.

Where to find us
Head office address: 71 Burnmill Road, Leicestershire, LE16 7JG
Preferred clients
Minimum wealth (income/assets)
£151,000
Minimum pension value
£151,000
Minimum mortgage value
£151,000
Special offers
Choose an Unbiased exclusive special offer:
Offers terms
Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face
Make an enquiry Request a call back Recommend to a friend
Response rating
9.0/10
phone Show number
check
FCA authorised
Last authorised 20th June 2022

Similar advisers near you

Henry Spain Investment Services
Independent Financial Adviser 0.49 mi
We provide the intimacy of a dedicated, local wealth management practice backed by global research and financial security.
 
See profile
David Steers of Douglas Steers & Company
Independent Financial Adviser 0.72 mi
Expert financial advice on pensions, investments and retirement planning for local individuals and business owners.
 
See profile
Milestone Wealth
Independent Financial Adviser 0.95 mi
1) Comprehensive Financial Planning. 2) Fixed Fees (£ not %). 3) Sustainable Investments. We show you the future so you can make the right decisions now.
 
See profile
Intelligent Financial Advisory Ltd
Independent Financial Adviser 4.16 mi
Creating, managing and protecting your wealth the intelligent way
 
See profile