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.
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Mortgages

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.

Protection

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

Pensions

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

Investments

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

RL Wealth Management

YOUR TRUSTED DESTINATION FOR EXPERT FINANCIAL GUIDANCE AND SOLUTIONS

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.

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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.

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Testimonials

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.

“

Ian helped me with securing my latest mortgage and honestly went above and beyond to get things sorted, despite there being unforeseen circumstances that made things a lot more difficult than your usual mortgage process.

BenEssex
“

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

SteveEssex
“

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

LauraEssex
“

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
“

My fixed rate mortgage deal was due to expire. I have also recently become a dad so was keen to get a will written up. Ian had helped me in the past with my protection needs and I was really pleased with the service so approached him to assist with both of the above.

JamesEssex
“

Ian's deep knowledge, coupled with his dedication to his clients, makes for a truly outstanding service. In my view, he sets the gold standard for what a financial advisor should be.

PhilEssex