Wealth Management in London

I have recommended Realm to several friends and family members as I think their services and abilities are so excellent. They have been outstanding in meeting our agreed objectives. There have been three major hiccups in the financial markets during our time as customers of Realm. On each occasion they have acted with speed, saved our investments and kept us fully informed. Our investments have grown much better under their supervision than we would be able to achieve on our own - despite the temptation.

My previous experience with investing had not been anywhere near as successful as with Realm. The personal touch with them has been second to none and makes me feel that I am very important to them. I hate anything to do with figures and get turned off whenever confronted with them. Realm has successfully held my hand, often helping me to understand by patiently talking me through what in the past has been a blur of meaningless numbers.

They successfully moved legacy pensions but at the same time advising that one should be left where it is. Very honest approach at the expense of lost income for them. 2020 has been a bad year for all of us. Having said that I am comfortable that my investments are in a safe place. I am in for the long haul and have no qualms for the long term of my investments.

Very straight talking, trustworthy individuals, clear advice and don’t over promise. Solid, well researched advice and always available to discuss. I have always been reassured by Realm’s attention to detail when managing my investments. For example, they identified that my previous investment platform had not acted properly or in my best interest... I was not aware of the problem. Realm fought on my behalf for close to 3 years, eventually taking the case to the Ombudsman who ruled in my favour which resulted in a significant compensation payment to me. To their credit Realm did not charge me for all the work they undertook. I am still really impressed by that.

Regular contact with my Financial Advisor who keeps me up to date with my portfolio. The online service is very useful and informative. In these troubling times my investments have held up very well and this is due to the continuous monitoring and trading to provide best performance.

Hi John, REALM has always offered a great service and attention to detail. They have conscientiously thought about my investment risk, looked closely at my personal objectives and have managed my investments in line for my objectives and timescales.