Benefits of working with us

Security

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

Flexibility

We can provide great flexibility within our commercial finance solutions by offering a more tailored approach.

Knowledge & Expertise

Our team have a wealth of knowledge and expertise of commercial finance with multiple advisers beginning their careers in banking.

Simplicity

We pride ourselves on providing a simple and transparent service, one where you know exactly what, why, where and how.

Stay On Track

With on-going support, we’ll ensure that you stay on track to achieve your company’s financial goals.

Inclusive

From small start-ups to large corporations, our commercial finance team have experience in helping companies of all sizes to financial success.

Commercial Finance

Unlike residential or private finance, commercial finance requires a more bespoke approach. Here at RL Wealth Management, with many years experience behind us, we have long standing experience when it comes to helping companies and corporate enterprises specifically to secure the necessary funding, whether that’s mortgages or loans. By choosing to work with us, you gain access to an incredible resource of professional industry knowledge that will guide you along a carefully structured road to help you and/or your company achieve its ultimate financial goals. Whether you’re looking for a commercial loan for property or other assets, our team can help.

Full Control

We negotiate on your behalf, whether it’s a repayment plan or amount of funding, we go out to achieve your wants and needs after careful advice and consideration.

Financial Solutions

With our team of experts and a clear understanding of your goals, we’ll find and implement a clear financial solution to ensure your needs are met.

Other Services

Commercial Finance

Auto Enrolment

Business Protection

Employee Benefits

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