Wealth Management Services
RL Wealth Management
is a part of the Robert Lewis Group, the multi-award winning firm of Accountants based in Essex, Hertfordshire and London
We offer the highest level of professional financial planning and accounting services nationwide, to individuals and businesses from a wide range of industries and sectors.
If you are looking for an experienced, knowledgeable and approachable firm to help you manage your holistic wealth management, look no further and contact us now.
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.RyanChelmsford
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 marketsSteveEssex
Ian was amazing ! Couldn’t have asked for a more professional personalised service ! Highly recommendLauraEssex
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.RichardLondon
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!!SamEssex
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.NickieEssex