Benefits of working with us

Expert Advise

Our team bring a wealth of knowledge to the table, allowing you to make expert investments globally.

Managed Risk

With an outline of your attitude to risk and investment time horizon we can pick you the right investment. Higher risk investments generally provide high returns with greater volatility.

Structuring

We can provide access to a range of investment structures finding the most effective and efficient investments for your objectives.

You're In Charge

You choose how much you wish to invest and how long for; you have total control.

Security

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

Exchange Services

Our team will help you navigate the Foreign Exchange in as timely and efficient manner as possible.

Investments

Our expert team of advisors will help you choose the right investments to help you meet your financial objectives. All you need to do is decide what those objectives are. Whether you’re looking to invest for your future retirement fund or to grow your current savings to support your lifestyle, self-understanding is essential. Whether you’re looking for the safest investment possible or an investment, which offers the highest returns, our team will find you the investment best suited to you and your needs. We’ll advise you on everything from short-term risk to developing an overall investment strategy using the investments that are best suited to your goals.

Set Your Goals

To create the best plan possible you must set out your goals and attitude to risk. With this in mind, we’ll work with you to pick the most suited investments.

Sensible Investment Planning

Our investment planning will revolve around your investment aims and objectives. Our advice is there to work for you and with you.

Other Services

Mortgages

Protection

Pensions

Financial Planning

Contact Us For A Quote

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.

RyanDirector
“

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