Benefits of working with us


Here at RL Wealth Management, we have great expertise in not only the importance of business protection, but getting the most out of it.


We offer tailored plans and great flexibility, providing business protection for key assets within your company.


With our business protection in place, you provide your company with the security it needs should you lose a key person.

Clear Objectives Met

We’ll provide clear and simple terms to ensure your aims and objectives are met.


With our protection, not only will you enjoy confidence in our cover but so too will your employees and clients.


Our team will provide you with any on-going support needed to ensure your business is always protected.

Business Protection

It’s common for businesses to insure its premises, as well as contents and stock however, businesses are now starting to see the importance of a skilled employee. Losing such an asset could prove hugely detrimental to some companies, which is why they’re choosing to take out cover for key personnel – otherwise known as business protection. Business protection is there to protect you during the loss of a key person. Whether that loss is through critical illness or death, losing such a significant member of your team could impact profitability hugely and that’s where business protection comes into play.

Skilled Advisors

Our skilled advisors will walk you through every step of our business protection plans, explaining the essential aspects of key person protection.

Informed Guidence

Our team will provide you with the most informed guidance through the entire process to ensure you have the most cost-effective and comprehensive 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.