With our proven expertise in providing a range of advisory services, we’ll support you through the challenges of consumer duty while ensuring you maximise value for your clients. Talking to us about your needs and aims and how we can help is completely free of charge and without obligation.
No two advice businesses have the same investment proposition needs. We have worked with a wide range of advice businesses since our launch in 2004, and have the experience and proven skillset to help with the specific components of your investment proposition, or to help you develop and implement a new CIP.
Since RSMR launched in 2004, our core aim has been to help advice businesses be successful. By consistently delivering on this aim we have grown our client base while remaining independent, and now influence approximately £50 billion assets under advice.
Click here to find out more about our team and history.