Our Services

Working across the whole financial services marketplace we specialise in research and consulting services to advisers, life, pension & investment providers and fund management groups.

Through our market knowledge and extensive experience we will ensure you receive pragmatic, realistic solutions that reflect what is happening within the financial services market. With new initiatives such as Wraps, 'factory gate' pricing and the FSA's Treating Customers Fairly (TCF) requirements it pays to get the right approach that's also independent.

We focus on the following:

• Bespoke Product & Fund research creating recommended product lists to meet individual requirements of adviser firms delivered via RSM Online
• Asset allocation & model portfolios using our exclusive RSM Rated Funds
• Special panel service for small & medium sized firms
• Competitor analysis and research across the whole range of insurance, pension and investment products
• Flexible outsourcing for independent research to feed into the provider product development cycle 
• RSM Market reports covering a range of key market sectors

Please continue to browse our website for more details of all our services.