Benefits of working with us

Legislation

Auto Enrolment involves a huge amount of legislation that we have full understanding of, allowing us to create the ultimate solutions.

Understanding You

We’ll take the time to understand the goals and objectives that you’re looking to achieve.

Open To All

Whether you already offer a workplace pension or are new to the scheme, we can be of benefit.

Clear Ideas

Our team will explain their solutions and why they recommend them. You’ll have clear, concise reports to digest.

Step By Step

We’ll help you every step of the way, ensuring everything is implemented, as it should be for a smooth transition.

On-Going Support

Should you need further help and advice, our team will be on hand to provide on-going support at any point.

Auto Enrolment

Auto Enrolment describes legislation that was introduced by the government in 2012. Its purpose was to help workers and employees plan for their retirement by auto enrolling all eligible employees into a qualifying workplace pension scheme. Here at RL Wealth Management, we’ve spent a great deal of time understanding the complexities surrounding workplace pensions and where both employers and employees stand. With this knowledge, we’re able to advise clients on how to be auto-enrolment compliant now and into 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 tailor our solutions to you, to ensure we’re providing the best services that not only suit you but benefit you.

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