Wealth Management

Altus is RMT’s dedicated wealth management and financial planning partner, created to give our clients access to specialist, high-level advice in an increasingly complex financial landscape. Formed in collaboration with Perspective Wealth Management, Altus combines RMT’s long-established advisory expertise with the depth, scale and best-practice approach of a leading financial planning firm. Together, we support private clients, business owners, healthcare professionals, corporate entities and trustees with tailored financial planning and wealth management solutions designed around their individual needs.

As financial planners, we recognise that areas such as pensions, investments and long-term wealth planning have become far more complex due to ongoing legislative and regulatory change. That is why Altus operates a specialist team model, moving away from the traditional “one adviser does everything” approach. Our adviser team includes four Chartered Financial Planners who are also Fellows of the Personal Finance Society, the highest level of professional qualification. Working closely with RMT’s tax and advisory teams, Altus delivers clear, independent and straightforward advice, providing clients with confidence that they are receiving expert guidance, delivered with integrity, confidentiality and care.