Benefits of working with us

Legislation

Auto Enrolment involves a significant amount of legislation, and at RL Wealth Management, we possess a full understanding of these regulations. This expertise enables us to craft the ultimate solutions for your auto enrolment needs.

Understanding You

We prioritise taking the time to understand your goals and objectives thoroughly.

Open To All

Whether you currently provide a workplace pension or are a recent entrant into the realm of employers, our expertise can help.

Clear Ideas

Our team will thoroughly explain their recommended solutions and the rationale behind them. To ensure clarity, we provide you with clear and concise reports.

Step By Step

We'll be with you every step of the way, ensuring a seamless transition by implementing all necessary measures with precision and attention to detail.

On-Going Support

Our team will be readily available to provide ongoing support, guidance, and advice whenever you may need it.

Auto Enrolment

Auto Enrolment describes legislation introduced by the government in 2012 to aid workers and employees in planning for retirement. Its aim is to automatically enrol all eligible employees into a qualifying workplace pension scheme. At RL Wealth Management, we have invested considerable effort in comprehending the intricacies of workplace pensions, ensuring we have a deep understanding of both employers’ and employees’ positions. With this knowledge, we are well-equipped to advise clients on achieving auto-enrolment compliance, both now and in the future.

In-Depth Information

Our team will provide you with in-depth information to ensure you have everything you need to make the most informed decisions.

Bespoke Solutions

We provide tailored solutions that are specifically designed to suit you. Our goal is to offer the best services that not only align with your needs but also bring significant benefits.

Other Services

Commercial Finance

Auto Enrolment

Business Protection

Employee Benefits

Contact us for a quote

Testimonials

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 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