Chief Executive Officer
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.
“I will explain step-by-step, how you can plan a financially secure future.