Benefits of working with us

Security

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

Flexibility

Collaborating with a network of lenders, we strive to find the best deal for you at the time of application, catering to a diverse range of options such as Buy-To-Let, holiday homes, and self-builds.

Structuring

Our services encompass a wide range of investment structures, finding you the most effective and efficient investment options tailored to your specific objectives.

Monitor Your Gains

Whether you are considering a buy-to-let property or a holiday home, our advisors are here to assist you in monitoring your gains, from monthly income/fees to fluctuating property value.

Protected

Count on us to provide expert advice on the best protection to safeguard your home in the event of a late or non-payment, ensuring your peace of mind and financial security.

Love Your Life

We make mortgages as easy as one, two, three. Our dedicated team takes the time to understand your unique needs and preferences, ensuring we find the perfect mortgage solution tailored specifically for you.

Mortgages

At RL Wealth Management, we understand the constraints of a busy schedule, where managing finances, including mortgages, can be challenging. With this in mind, we’ve designed the ultimate process that minimises your time involvement while we find the perfect mortgage tailored to your needs. Our independent mortgage advice spans the entire marketplace, exploring all available mortgage deals, whether you’re interested in Buy-To-Let or self-build options. Regardless of if your employed or self-employed, we can arrange a mortgage that suits you, ensuring a hassle-free and personalised experience.

Open to all

Whether you’re a first-time buyer, moving home, or seizing opportunities in the property market, we are dedicated to securing the most competitive rate for you and ensuring it’s in place exactly when you need it.

Use our Expertise

By choosing our independent mortgage advisors, you gain access to some of the most knowledgeable minds within the mortgage sector, providing you with reassurance and confidence that you are in safe and capable hands.

Other Services

Protection

Pensions

Investments

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.

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