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RM Financial

RM Financial: Driving growth and predictable scalability, from Start-up to Market Leader.

Client Background

RM Financial is a Belfast-based mortgage and property finance broker led by director Rhys McCauley. They cover residential and buy-to-let mortgages, bridging loans, development finance, and business funding. When RM Financial first approached Erudite over five years ago, they were a growing but relatively unknown company with no social media presence and a static website with little to no traffic. Most of their leads came from estate agent referrals and word of mouth. To scale, they needed visibility, trust-building content, and a system that could bring in consistent leads over time.

Client: RM Financial
Category: Video Content + Paid Social + Marketing Strategy
Location: Belfast, Northern Ireland

Our Approach

01
Educational Content That Converts

We created a consistent stream of organic content to educate first-time buyers, reduce the barrier to entry, and show RM Financial’s human, client-first approach. This included:

  • Short-form explainer videos with Rhys and his team
  • Client testimonial videos
  • Behind-the-scenes and team insight content
  • “What to expect” style content for first-time buyers
02
Platform Growth and Paid Lead Generation

As the content gained traction, we introduced:

  • Paid social ads across Facebook and Instagram
  • Expansion to TikTok for organic reach
  • Monthly planning, video shoots, and strategy sessions in-person
  • Clear reporting on spend vs. leads, cost-per-lead and campaign testing
03
Becoming a Strategic Marketing Partner

Over time, our relationship became deeply embedded with their team:

  • We act as an outsourced marketing department
  • Provide strategic advice, monthly content calendars, and creative ideas
  • Help manage their Google Reviews strategy
  • Offer creative support across campaigns, website, and branding

The Problem

RM Financial’s main challenge was visibility and scalability. As a newer company:

  • They lacked an active online presence
  • Had no content to build authority or trust
  • Relied on third-party referrals to win business
  • Needed a way to attract first-time buyers, not poach from other brokers

The Results

  • CPA: Under £10 per booked appointment
  • 100% team growth in the past year
  • New premises needed to handle expansion
  • TikTok videos hit 100,000+ organic views in a single month
  • Over 5 years of consistent partnership
  • Dramatic increase in brand awareness — Rhys is now frequently recognised
  • Dozens of Google reviews + client video testimonials, driving social proof and inbound inquiries

In the Client’s Words

“Mortgages aren’t always super exciting to watch, but they bring a creative side that makes it engaging for our followers.”
– Rhys McCauley, Director, RM Financial

“They bring the numbers, the reports, and the creative side. It takes all the marketing hassle away so we can focus on our day-to-day.”

“They’ve taken the time to really learn our industry. That means they can suggest the right ideas that actually make sense for what we do.”

“In the last year, our team has doubled in size. Knowing we can turn up ad spend and leads will follow is a game changer.”
– Rhys McCauley

“They’re not just sending emails—they're in the room, building strategy, and helping us grow.”

“The communication’s brilliant. They keep us right. Everything’s scheduled and easy.”

“I would 100% recommend Erudite to anyone. I’ve already referred them to friends, clients, and other businesses.”

Ready to Grow Like RM Financial?

Whether you're starting out or scaling up, we help financial and professional services firms increase visibility, generate leads, and build trust through video content and paid social strategy

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