Chief Executive Officer
I’ve been helping clients successfully manage their investments and reach their financial goals for more than thirty years. My company ‘Realm Investment Management’ may be able to help you too.
I joined the Financial Services industry as far back as 1982 having originally trained as a teacher. Four years on I became an Independent Financial Adviser and have throughout my career actively advised Private Clients on how to manage and improve their financial wealth.
I have obtained numerous professional qualifications and am a Chartered Member of the Institute for Securities and Investments, the largest and most widely respected professional body for investment professionals in the UK.
Now, as the Chief Executive of REALM, my role is centred on shaping and directing our firm’s core principles of monitoring, communicating and actively protecting our clients’ investments.
If you have questions or concerns about your financial future, investments, or pension arrangements then please book an informal chat with me today. We’ll quickly find out if we can be of service and if so, agree a time for a confidential, no-obligation consultation.
If you are looking for a wealth management service from an experienced team that have time for their clients, then book a chat with me now
“I will explain step-by-step, how you can plan a financially secure future.”