Wealth Management Services

Welcome to RL Wealth Management, where our primary focus is securing your financial future. We are dedicated to offering comprehensive support and guidance to help you understand your options. Whether you want to discuss your mortgage or a pension schemes, we’ve got you covered.

We understand that life can be hectic, making it challenging to find time to review your finances. To fit in with your schedule, we provide flexible communication options, including:

  • Telephone reviews, available both during and outside of business hours.
  • Face-to-face appointments, either at our office or the convenience of your home.
  • Email correspondence, for quick and efficient communication.
Feel free to reach out to us by clicking the ‘contact us’ button below to leave a message, and one of our experienced team members will get in touch with you. Let’s build a prosperous future together.
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 is here to provide you with the highest level of professional expertise in mortgage, pension, investments and protection advice. Whether you’re navigating the residential or commercial sector, we have the solutions you need.

Ready to make your dream of owning a new home a reality? Considering a strategic shift in your business premises? Or do you simply want to improve your financial setup? Whatever your goals may be, we are well-equipped to assist you on your journey.

Reach out to us now on 01268 200992 or drop us an email at [email protected] to take the first step towards securing your financial future. Discover the difference of working with RL Wealth Management today.

Private Clients

Providing personalised financial solutions for private clients, including conveyancing, pensions, and investments, our advisors ensure your money is in safe hands and works to provide you with a secure and comfortable future.

Commercial Clients

Benefit from our expert advisors who can handle a wide range of financial aspects, including business protection, employee benefits, auto enrolment, and commercial finance, providing our commercial clients with invaluable knowledge and expertise.


Explore testimonials from our devoted customers, showcasing how our expert advisors excel in managing various financial aspects, providing unparalleled knowledge and expertise to our valued clients.

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.