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 just been a blur of meaningless numbers.

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.

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

Realm have made it their business to ensure they are up to date with my regularly changing financial objectives. I have always felt that Realm is completely lined up with me on defining what good looks like in terms of my investments.

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.

As an old pensioner now I 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.

Thorough research to back up investment decisions. Personal contact with Eugene over the years has always confirmed and reassured. Always clarified my wishes and objectives and then delivered.

Great service and conscientious thought into my investment risk. They have always looked at my personal objectives, and have kept things in line for my investment timescales.

Eugene always has his finger on the pulse of the markets and updates his clients via phone, email and bulletins. He is very passionate about what he does and on one occasion challenged a decision that took him all the way to the Ombudsman which he won. He 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.

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.