about us
is an Independent Financial Adviser firm that helps clients to best understand their finances, and how they can make their money work for them to support their desired lifestyle.
Our Specialisation
Financial planning for people with a diverse range of needs; including, but not limited to: divorcees, people inexperienced with personal finances, or people looking to organise their accumulated wealth as they approach and enter retirement.
Our Core Interpersonal Values
To be clear, fair and honest
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To be friendly, approachable and supportive
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To be adaptable, purposeful and open
Extensive Expertise
Resolution Accredited Divorce IFA
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Chartered Insurer
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Chartered Financial Planner
Our Service
At Realise, we put you at the centre of our business, working together on how best to enrich your lives. It's all about you.
meet our team
Miles
Director and Chartered Financial Planner of Realise FP
Miles has been advising clients as an independent financial adviser for over 20 years. This followed 15 years of working at pension and investment companies. He is a Fellow of the Personal Finance Society.
Julie
Senior Administration Officer
Julie has extensive experience as an administrator, having worked with Miles and his clients over the past 10 years. Acting as the first point of contact, Julie is here to help.
Zoe
Office Manager
With 15 years of experience in the financial service industry, Zoe is an associate of the Chartered Insurance Institute. She provides administrative, paraplanning and additional client support.
Annie
Administration Officer
A graduate trainee, Annie is our newest member to the team. She provides paraplanning and client admin support.