Wealth Management Services

Here at RL Wealth Management we are all about being prepared for the future. We are here to help when you want some support understanding your options. Whether you want to discuss your mortgage or a pension scheme. We have it covered.
We understand that life often gets in the way of sitting down and reviewing your finances so we try to be as flexible as possible. Our communication methods include:
– Telephone reviews (During or outside of business hours)
– Face to face appointments (Our office or your home)
– Email correspondents
Click the ‘contact us’ button below to leave a message and one of the team will be in touch.
Contact Us


Whether it’s private or investment property you’re looking at, our advisors will help secure the best mortgage possible, after carefully considering all options available.


From life insurance to critical illness protection, our advisors will identify your needs and find a strategy that works best for you.


From corporate to personal pensions, we’ll provide bespoke advice on all aspects of retirement planning to ensure your future is secure.


We’ll help boost your portfolio’s performance, looking at all emerging markets and where possible, creating investment opportunities for you.

RL Wealth Management


Our friendly team offer the highest level of professional mortgage, pension, investment and protection advice in both the residential and commercial sector.

So whether you are looking to buy a new home, considering a change of business premises or simply looking to improve your financial set-up, we can help.

Call us now on 01268 200992 or email [email protected]

Private Clients

From mortgages to conveyancing, pensions to investments, our advisors work with you to ensure your money is not only in safe hands but works to provide you with a secure and comfortable future.

Commercial Clients

Our advisors can take care of all financial aspects from business protection to employee benefits, auto enrolment and even commercial finance. Our commercial clients benefit from our keen knowledge and expertise.


Take a look at some testimonials from some of our loyal customers.

Robert Lewis accountants are knowledgeable about all financial matters with advice always free and concise. Extremely friendly staff & management. They also offer Wealth Management and Financial Advice in-house. By some distance the best accountancy firm I have ever worked with, would highly recommend.


My company decided to close the final Salary Pension and revert to a Normal Pension fund, I asked for the transfer value, on receipt I sought financial advice on what to do, I met with Ian and was impressed with the level of advice and the knowledge of the current financial markets


Ian was amazing ! Couldn’t have asked for a more professional personalised service ! Highly recommend


Ian reviewed all my pension pots and assessed my view of risk and the aspirations I had for retirement. I now have all my pensions consolidated into one, new scheme with the right level of contributions and the right risk profile to deliver what I want. My pension is much easier to manage and I have already seen some excellent returns from the funds.


Jo was absolutely brilliant from start to finish, she found us a great mortgage with excellent rates and the relevant insurance policies needed. I was kept updated constantly throughout the whole process. Jo always took the time to explain everything down to the last detail and was always contactable should I have any queries. I can't recommend Jo enough!!


Jo took us through the whole process from start to finish in getting our mortgage. She also helped in relation to insurances and advised who to contact in relation to Wills. She got us he best deals on the market and I would only ever deal with Jo for future mortgages and advice.