Benefits of working with us

Unlimited Knowledge

By choosing to work with RL Wealth Management, you gain access to the wealth of knowledge from our team of financial and mortgage advisors, as well as our extensive network of professionals, including accountants and solicitors. We can introduce you to experienced individuals who can provide expert guidance on various financial matters, complementing the services we offer.

Understanding You

We take the time to understand you, your values and your goals, to assist you in making critical decisions about your finances.

Clear Objectives

With clear and defined objectives, our team will create a clear strategy that spans the entire spectrum of the financial market.

Clear Reports

Before putting our structured financial plans into action, we will present you with clear and concise reports that highlight the likely results of our recommendations.

Step By Step

With RL Wealth Management, our dedicated team will be there for you every step of the way, providing expert advice and assistance at every stage. You can rely on us for unwavering support, ensuring you are never alone in your financial journey.

On-going Support

You can enjoy ongoing support from our financial advisors, ensuring you stay on track to achieve your financial dreams.

Financial Planning

At RL Wealth Management, we fully understand the power of effective financial planning in creating, sustaining, and preserving wealth for future generations. Our team of experts has the knowledge and expertise to design and implement tailored financial solutions, ensuring your goals and objectives are met.

Taking the time to understand your specific aspirations, we use our skills, disciplines, and forward-thinking approach to achieve them. Our strategies are carefully crafted to not only ensure you reach your goals but, whenever possible, exceed them.

You’re In Safe Hands

We understand the challenges and nuances that often arise when pursuing certain financial goals, but our years of experience have taught us how to overcome these hurdles.

Bespoke Solutions

Our exceptional team of financial experts is dedicated to creating bespoke solutions that will put your financial affairs in order, providing you with the financial freedom you desire.

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.