RSM Tenon Wealth

RSM Tenon Wealth adds a new dimension to our existing advisory service with the launch of the RSM Tenon Wealth Platform. The Platform offers retail investors access to institutional funds and a range of discretionary managed strategies, designed to help you achieve your financial goals.

The discretionary service allows RSM Tenon Wealth to manage investments on your behalf. We have a range of seven discretionary managed strategies, each of which has a different allocation of assets. We actively manage these, rebalancing them regularly to ensure the allocation remains true to the portfolio goals.

Our existing advisory service is still available and suitable if you wish to have more control or involvement in the funds you invest in. We can create your own unique strategy, investing in funds we recommend to match your professional, personal or ethical beliefs.

The service you choose depends on your goals and how involved you want to be in the day-to-day management of your investment strategy.

For more information on RSM Tenon Wealth and the RSM Tenon Wealth Platform click here, speak to your financial adviser or email tenonwealth@rsmtenon.com.

_{RSM Tenon Wealth is a trading style of RSM Tenon Financial Services Limited which is authorised and regulated by the Financial Services Authority. The content of this website is for general information only and is based on our understanding of current legislation and HMRC practice, which is subject to change.}