Wealth Management in London 

Are you on target to achieve your retirement goals?

We simplify the process of making your money work harder for you

Authorised & Regulated

In-house Team

Investment research conducted with no third-party sources

30 Years Expertise

Boutique firm successfully established

Trusted

Financial planning, building long term relationships

  • 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.

What is the Right Investment Strategy for You?

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

30 Years of Experience Helping Our Clients Towards a Comfortable and Joyous Period of Their Lives

Income Portfolio

I would like to secure a long-term regular income stream for my retirement, that over time will be capable of supporting my expenditure needs.

I would be willing to invest in companies from around the world that can deliver sustainable regular investment income and I accept a higher degree of investment risk than conventional time deposit savings accounts.”

Defensive Portfolio

” I know that my investments need to grow but I am far more concerned about not losing money.

Ideally, I would hope to protect my capital with a small degree of investment risk, even if this means that my investment return is reduced. “

Cautious Portfolio

” I can balance the need to grow my investments with an element of investment risk, as long as this does not place me in a position whereby a significant part of my wealth is at risk. I would like to spread my risk in varying degrees balancing my need to deliver a profit, with the security of knowing that if markets unexpectedly turn lower, my overall loss in value could be relatively small and unlikely to place my financial position at risk. “

Balanced Portfolio

” Ideally I would prefer to spread my risk. However, I am also willing to commit to a strategy if this means that I can achieve a reasonable profit, believing that if markets unexpectedly turn lower I should still be able to recover any loss in the longer term as my exposure should be spread and somewhat limited. “

 

Active Portfolio

” I want to place my priority on achieving a significant investment return knowing that I have to accept an above average investment risk. Ideally I would prefer to make bigger investment decisions that if correct would really improve my position and hope that if markets unexpectedly turn lower decision can be taken reasonably swiftly to reduce my exposure to further capital loss. “

 

Aggressive Portfolio

” I want to invest aggressively in the hope that by doing so I can achieve significant investment returns in a fairly short period of time. Furthermore, I readily accept that such a strategy could return great to losses if markets unexpectedly turn lower. My philosophy being that one has to speculate to accumulate and that losses can be regained if time and good judgement on my side. “

Let's Get Your Investments Working Hard For You - So You Don't Have To!

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

How do you get started planning towards retirement?

"We explain everything in clear terms and will simplify the process"

Book a chat

Schedule a free no-obligation conversation. We will will help you to understand your current financial position, creating a bespoke plan for your future.

Investment Planning

Investment overview and goals

We will go through your current and future financial status and create a roadmap to enable you to select the right investment strategy for you.

Wealth Management

Make your money work for you

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

Retirement Planning

Are you on target to achieve your goals?

A No-obligation financial report will be prepared for you

Get answers to the most common questions

Are you on target to achieve your goals?

A No-obligation financial report will be prepared for you

Get answers to the most common questions

planning-for-retirement

Are you on target to achieve your retirement goals?

Be involved as little or as much as you want

Are you on target to achieve your goals?

Are you on target to achieve your goals?

Are you on target to achieve your goals?

Request your financial analysis report

We will explain and report  everything to you in clear terms

Get answers to the most common questions

Have a conversation with us today.

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.

Actual Client Reviews

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

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Realm Investment Management Limited is directly 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.

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