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Based in Victoria London
& Bromley – Kent

Are you on target to achieve your financial goals and aspirations?

We manage the process of making your money and investments work hard, so you don't have to.

Regulated

by the Financial Conduct Authority (FCA)

Unrestricted

Unrestricted access to global markets

Established

Working with clients for over 30 years

Trusted

Clients stay with us for the long-term

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  • In an independent survey our clients gave us an overall rating of 4.9/5.
  • 100% of our clients said they would recommend us to a friend or colleague.

Are you on target to achieve your retirement goals?

Request your free no-obligation financial reports. Includes:

Get answers to the most common questions:

Our Investment Performance

We commit time to carefully manage your investments – so you can commit time to yourself

Defensive Investment Strategy

Balanced Investment Strategy

Aggressive Investment Strategy

Data Source: Financial Express Analytics

Download Our Free Brochure

Download Our Free Brochure

We commit time to carefully manage your investments - so you can commit time to yourself

We spread the risk of your investments while you are focused on yourself

What is the Right Investment Strategy for You?

We help you choose the right investment portfolio according to your financial goals and aspirations

“How do I get started planning my financial future?”

We explain everything in clear terms and will simplify the process

Book a chat

Schedule a free no-obligation confidential conversation to see if we can be of service.

Investment overview and goals

We will help you roadmap your financial goals and build a secure future for you and your family.

Make your money work for you

We work closely with you to make sure you know where you're investing and how your investments are performing.

Join Our Happy Clients

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“Their services and abilities are so excellent”

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“Personal touch has been second to none”

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“It’s difficult to fault Realm’s service“

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“Very honest approach”

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“Great service and conscientious”

“Straight talking, trustworthy individuals”

We are more than happy to answer all your questions

During this pandemic period all staff are working remotely. Our main offices are in Victoria, London and Bromley, Kent.

Personalised Service

We build long-term relationships with our clients and stay closely in touch. We are a relatively small team but have considerable experience managing investments.

Out-Performance

Our range of risk-assessed portfolios have been live since 2012. They were designed with the aim of delivering superior risk-adjusted returns and have out-performed their benchmarks. 

Highly Competitive Pricing

Our advice and management fee is charged at 0.75% per annum. We also offer our own platform service at 0.25% per annum, capped on the first million with all dealing charges free.

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Personalised Service

We build long-term relationships with our clients and stay closely in touch. We are a relatively small team but have considerable experience managing investments.

Out-Performance

Our range of risk-assessed portfolios have been live since 2012. They were designed with the aim of delivering superior risk-adjusted returns and have out-performed their benchmarks. 

Highly Competitive Pricing

Our advice and management fee is charged at 0.75% per annum. We also offer our own platform service at 0.25% per annum, capped on the first million with all dealing charges free.

Thomas House,
84 Eccleston Square,
Victoria, London SW1V 1PX

Call us now for free advice

Or

Authorised and Regulated by the Financial Conduct Authority. (Reg no: 803673)

The value of your investments can go up as well as down and you may get back less than you originally invested.