Find out how our team can help shape your client proposition
"Geoff and the team are a pleasure to work with. Their approach has allowed Sandringham to develop a great partnership with RSMR in the two to three years we have worked together. Their knowledge, attention to detail, coupled with a clear understanding of the intermediary market has been invaluable in allowing us to develop a robust investment proposition which appeals to both our Partners and clients. I have no hesitation in recommending RSMR to any firm looking to develop investment services to deliver the best outcomes for clients."
Tim Sargisson | Sandringham Financial Partners
Chief Executive Officer
"The Fry Group have been working on a bespoke basis with RSMR for some 4 years. They have certainly helped us deliver a more rigorous and detailed look at the fund marketplace and at better cost than trying to build it ourselves. We also know from our data it has led to better client outcomes. We would happily recommend them as a way of providing enhanced due diligence in the fund space."
Jeremy Woodley | FPFS CFP Chartered MCSI
Managing Director, The Fry Group
"Grayside first started working with RSMR in 2010, when we moved from fund picking to a centralised investment proposition. The team has never been more than a phone call or email away and on several occasions, they’ve obliged with meetings in our office or London. Portfolio allocation reports are well presented, concise, expertly researched and written. I have recommended RSMR to a number of peers over the last 9 years and would have no hesitation in doing so again."
Mike Seddon APFS | Chartered Financial Planner
"RSMR have played a central role in the design and management of our model portfolios. The team are not only helpful but also accessible when required. They are a key “partner” in our business and work closely in helping us deliver a leading solution to our clients."
Derek B. Stewart | Strategic Asset Managers Ltd.