RIE Solutions

What RIE Solutions does

RIE Solutions Limited is a UK-based private limited company (registered in England and Wales, company number 11397990) that provides practice management consulting, operational advisory, and mentorship exclusively to small-to-medium UK financial planning firms (5–25 employees). Its core offerings are three paid services: the Master Practitioners Club, a £199/month subscription membership (12-month minimum) providing mentorship, training, templates, webinars, and a peer community; Lightning Sessions, on-demand hourly advisory at £350/hour delivered via phone or video; and Practice Management Guardianship, a comprehensive annual retained engagement with quarterly onsite visits and dedicated consultant access. Two free resources—a Job Board for sector recruitment and an educational Blog on practice management, HR, leadership, and AI governance—complement the paid offerings.

The business model is overwhelmingly subscription/recurring plus hourly consulting. Pricing is publicly disclosed on the website, with monthly billing for the Club and pay-as-you-go for Lightning Sessions. Distribution is sales-led and relationship-based: the company reaches Practice Managers, Operations Directors, and Business Owners of IFA firms via direct outreach, email inquiries ([email protected], [email protected]), website contact forms, and a Mighty Networks-hosted community platform, with Stripe handling payment processing. Geographic scope is strictly UK, and revenue scale, headcount, and ownership are not disclosed.

Name

RIE Solutions

Legal name

RIE Solutions Limited

Website

https://rie.solutions

Company type

Private

Founded year

2018

Operating status

Operating

Headcount range

1–10 employees

Short description

RIE Solutions Limited is a UK-based consulting firm providing practice management support, operational advisory, and mentorship exclusively to small-to-medium UK financial planning firms (5–25 employees) via subscription membership, hourly consulting, and retained annual engagements.

Ownership category

akta.pro rank

Headquarters

HQ city

London

HQ country

United Kingdom

HQ region

Europe

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure

Revenue model

1. Master Practitioners Club Membership: Monthly subscription membership providing Practice Managers and Operations Directors with ongoing mentorship, training, development, access to an online forum moderated by industry experts, monthly Ops webinars with recordings, monthly group Ops calls, exclusive online library of best practice templates and videos, supplier webinars and demos, introductions to specialist industry experts, Ops Clinics, various third-party discounts, and 15% discount on Lightning Sessions. Subject to minimum 12-month contract.
2. Lightning Sessions: Per-hour advisory sessions providing quick and effective advice on practice management topics via telephone or video call. Sessions are available as one-hour or two-hour appointments based on calendar availability.
3. Practice Management Guardianship Service: Comprehensive retained service providing guaranteed access to an Industry Specialist throughout the year, including four onsite visits per year (quarterly), eight telephone or video call check-in sessions, access to expert advice via email and telephone, access to exclusive Best Practice templates, priority response service, and complimentary Master Practitioners Club membership.

Pricing tiers

Go-to-market motion1 record

Distribution channels2 records

Marketing channels5 records

Core offering

RIE Solutions provides practice management consulting, operational advisory, and mentorship services exclusively to UK Financial Planning firms. Its core paid offerings are the Master Practitioners Club (monthly membership with training, templates, webinars, and peer community), Lightning Sessions (hourly on-demand advisory calls), and Practice Management Guardianship (a comprehensive retained service with quarterly onsite visits and a dedicated consultant). It also operates a free Job Board for recruitment support in the financial planning sector.

Product overview

RIE Solutions offers a suite of practice management support services for Financial Planning firms, consisting of three paid service tiers and two free resources. The core offerings are: (1) Master Practitioners Club — a monthly membership providing mentorship, training, templates, webinars, and community access for £199/month; (2) Lightning Sessions — on-demand hourly consulting at £350/hour for quick advisory needs; and (3) Practice Management Guardianship — a comprehensive annual retained service with dedicated consultant access, quarterly onsite visits, and included MPC membership. These are complemented by a free Job Board for recruitment support and an educational Blog covering practice management, HR, leadership, and industry topics including AI governance and sustainability.

Differentiator

Problem solved

Functional benefit

Products and services

• Master Practitioners Club A monthly online membership community providing Practice Managers and Operations Directors of UK-based Financial Planning firms with ongoing mentorship, training, development, an online forum moderated by industry experts, monthly Ops webinars with recordings, monthly group Ops calls, an exclusive online library of best practice templates and videos, supplier webinars and demos, introductions to specialist industry experts, Ops Clinics, various third-party discounts, and a 15% discount on Lightning Sessions. Priced at £199.00 per month plus VAT with a 12-month minimum contract.
• Lightning Sessions Quick and effective advisory sessions delivered via telephone or video call for Practice Managers, Operations Directors, and Business Owners of IFA firms seeking advice on practice management and operations topics. Sessions are available as one-hour or two-hour appointments based on calendar availability. Priced at £350.00 per hour plus VAT, with a service guarantee that customers will not be charged if the company is unable to answer questions or if the customer is disappointed with the session.
• Practice Management Guardianship A comprehensive retained service providing small to medium-sized Financial Planning businesses (5–25 employees) with a dedicated Business & Operations Consultant throughout the year, including four onsite visits per year (quarterly), eight telephone or video call check-in sessions, access to expert advice via email and telephone, priority response service, exclusive Best Practice templates, and complimentary Master Practitioners Club membership.
• Job Board A free job posting service supporting Financial Planning firms across the UK with recruitment for Practice Manager and Practice Management career positions.

Named customers2 records

Segments4 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Two partnerships are on record, tiered core.

• Mighty NetworkscoreTechnology or IntegrationMighty Networks hosts the Master Practitioners Club community platform for RIE Solutions. Members access the online forum and community features through this platform. Users contract separately with Mighty Networks and accept their terms and conditions directly.
• StripecoreTechnology or IntegrationStripe provides payment management services for RIE Solutions' subscription services. Stripe is used to process financial transactions for the Master Practitioners Club membership and other subscription payments. Users contract separately with Stripe and accept their terms and conditions directly.

Recent moves5 records

Expansion highlights3 records

Market position

Strengths4 records

Weaknesses5 records

Competitive moat3 records

Key risks5 records

Customer concentration

• LinkedInlinkedin.com/company/riesolutions

Revenue estimate

Valuation estimate

Number of profiles

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about RIE Solutions