Benefits of working with us


At RL Wealth Management, we provide you with the knowledge you need to implement a secure and well-structured financial solution.


Our commercial finance solutions offer great flexibility, thanks to our more tailored approach. We understand that each business has unique financial needs, and we strive to provide personalised solutions that align precisely with your requirements.

Knowledge & Expertise

Our team boasts a wealth of knowledge and expertise in the field of commercial finance, with several advisors having started their careers in banking.


We take pride in offering a straightforward and transparent service. Our approach ensures that you have a clear understanding of what we do, why we do it, where you are heading, and how we can help you.

Stay On Track

With our continuous support, we are committed to keeping your company on track to achieve its financial goals.


Our commercial finance team has extensive experience in assisting companies of all sizes, from small start-ups to large corporations, in achieving financial success. Whether you are a budding entrepreneur or an established business, we are here to provide tailored financial solutions that align with your unique needs and objectives.

Commercial Finance

Unlike residential or private finance, commercial finance demands a more bespoke approach. At RL Wealth Management, we bring many years of experience in assisting companies and corporate enterprises in securing necessary funding, be it mortgages or loans. By choosing to work with us, you gain access to a vast resource of professional industry knowledge that will guide you along a carefully structured path to achieve your company’s ultimate financial goals. Whether you seek a commercial loan for property or other assets, our team is well-equipped to offer expert assistance and support.

Full Control

We negotiate on your behalf to secure the most favourable repayment plan or funding amount. After offering careful advice and consideration, we work diligently to achieve your wants and needs.

Financial Solutions

With our team of experts and a comprehensive understanding of your financial goals, we are committed to finding and implementing a clear and effective financial solution that precisely meets your needs.

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.