Benefits of working with us


At RL Wealth Management, we possess extensive expertise not only in understanding the importance of business protection but also in optimising its benefits.


We offer customised plans with great flexibility, providing comprehensive business protection for key assets within your company.


With our robust business protection solutions, you can provide your company with the essential security it needs in the event of losing a key person.

Clear Objectives Met

We are committed to providing clear and simple terms, ensuring that your aims and objectives are fully met.


With our comprehensive protection in place, you can have full confidence in the cover we provide, and this assurance extends to your employees and clients as well.


Our team is dedicated to providing you with ongoing support to ensure your business is always protected.

Business Protection

It’s common practice for businesses to insure their premises, contents, and stock. However, an increasing number of companies now recognise the importance of skilled employees as valuable assets. Losing a key person could have a profoundly negative impact on some businesses, which is why they are opting to take out cover for key personnel, known as business protection.

Skilled Advisors

With our skilled advisors by your side, you will be guided through every step of our business protection plans, explaining the essential aspects of key person protection.

Informed Guidence

Our team is dedicated to offering you the most informed and expert guidance throughout the entire process. We work diligently to ensure you have the most cost-effective and comprehensive business protection cover in place.

Other Services

Commercial Finance

Auto Enrolment

Business Protection

Employee Benefits


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.


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.