Meet Our Clients

The financial situation over the last two or three years with Brexit, the Pandemic and the US elections has been turbulent but Realm have managed the situation to prevent big losses in our portfolio.

Realm appears to study the political situation in detail and is prepared to react quickly while using their experience to predict future market movements.

Brian & Sue J.

Realm Clients 6+ Years

..decisions are made based on solid facts and market know-how rather than gut instinct. This gives me great confidence and security.

My investment objectives changed after I retired and my ability to grow my fund diminished. Realm re-evaluated my position and adjusted my risk profile accordingly to ensure my fund will provide a solid and secure basis for my future. They also delivered a bespoke 25 year investment projection to give me peace of mind as to the sufficiency of my fund for the rest of my life.

Richard T.

Realm Client 10+ Years

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.

Jon D.

Realm Client 10+ Years

The service received was superb, with everything outlined as to what was being carried out.

More importantly, the whole process was geared to my current and future needs.

I would recommend REALM to anybody who seeks impartial but good advice.

John S.

Realm Client 5+ Years

Very passionate about what they do and on one occasion challenged a decision that went all the way to the Ombudsman which they won. They fought the case with passion/conviction and that is what you need when someone is managing your money for you.

What more can you ask of someone who is looking after your funds that they will take the battle to the death if needs be for you.

Mags B.

Realm Client 7+ Years

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. Realm has successfully held my hand, often helping me to understand by patiently talking me through what in the past has just been a blur of meaningless numbers.

Mike H.

Realm Client 5+ Years

We have recommended Realm to several friends and family members as we 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.

Richard & Wendy R.

Realm Clients 10+ Years

Phil B.

Client 10+ Years

Realm are constantly discussing the changing nature and needs of my portfolio.

I am kept updated on a regular basis about market conditions either by email, or their monthly video. I am sure we can all improve on our service proposition but, I can't think there needs to be a major change as the service is excellent in every way.

Jan F.

Client 7+ Years

The objectives for the portfolio are always discussed and have been achieved. There is a great deal of expertise and experience in Realm. This year, when the market has been difficult, I have been kept fully informed of changes and the actions Realm has taken with my portfolio. This has been reassuring through unusual times.

Richard O.

Client 10+ Years

As an old pensioner I now need to know that my investment portfolio is in safe hands. I no longer have the energy to daily monitor of manage my investments. They need to be in safe hands and with Realm this appears strongly to be the case.

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 adjustments.

Andrew T.

Realm Client 4+ Years

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.

Jean T.

Realm Client 3+ Years

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