LinkedIn
Instagram
Insights
This is our hub for clear, jargon‑free financial guidance, practical explainers and thoughtful perspectives on the topics shaping money today — from AI to financial literacy. You’ll also find links to our FAQs and Media pages.
Click through to read all of our FAQs, including:
What does Realise Wealth Management do?
We provide truly independent, regulated financial advice with no product bias. Our role is to help our clients make clear, confident decisions across every aspect of your financial life from buying your first home to welcoming a child, navigating education costs, growing a business, or preparing for retirement.
Are you independent financial advisers?
Yes, Realise Wealth Management is an independent and regulated advisory firm.
Who do you typically work with?
We work with individuals, families and business owners and organisations to
turn complex financial decisions into clear, confident action.
Where are you based?
Whilst we are predominantly based in London and Surrey, we have clients across the UK
What qualifications do your advisers hold?
Both Nikki and Alex hold a level 4 diploma in regulated financial planning.
How do you ensure your advice is unbiased?
All of our advice is tailored to our clients need, we undergo thorough research before sharing our recommendations.
If you’re a journalist or producer looking for expert commentary on personal finance, financial planning or consumer money stories, our team is always happy to help. Contact us via 07970281563 and .