Benefits of working with us

Unlimited Knowledge

By working with RL Wealth Management, you get to tap into the knowledge of our financial/mortgage advisors and associated accountancy firm.

Understanding You

We’ll help you make critical decisions about your finances by understanding you, your values and your goals.

Clear Objectives

With clear objectives, our team at RL Wealth Management will create a clear strategy that covers the entire spectrum of the financial market.

Clear Reports

Before implementing our structured financial plans, we’ll show you clear, concise reports that highlight the likely results of our recommendations.

Step By Step

Our team will be on hand to advise you step by step and help you in every way possible. With RL Wealth Management, you’re never alone.

On-going Support

Enjoy on-going support from our financial advisors to ensure you remain on plan to achieve your financial dreams.

Financial Planning

Here at RL Wealth Management, we know only too well that effective financial planning can help you create and sustain wealth as well as preserve it for future generations. Our team of experts have the knowledge and expertise to design and implement financial solutions for you to ensure your goals and objectives are met. Our team will take the time to understand just what it is you want to achieve before using their skills, disciplines and forward thinking in order to achieve it. We’ll create strategies that guarantee you not only reach your goals, but where possible, surpass them.

You’re In Safe Hands

We understand the challenges and nuances often faced when trying to achieve certain financial goals but our years of experience have taught us how to overcome these.

Bespoke Solutions

Our amazing team of financial experts will create bespoke solutions to ensure your financial affairs are in order, giving you the financial freedom you crave.

Other Services






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.