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 work with multiple lenders to find you the best deal at the time of application, covering Help-To-Buy, Buy-To-Let, holiday homes and self-builds.

Structuring

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

Monitor Your Gains

Whether you’re looking at a buy-to-let or a holiday home, our advisors will help you monitor your gains from monthly income/fees to changing property value.

Protected

We can advise on the best protection to ensure you don’t lose your home in the event of a late or non-payment.

Love Your Life

Our team are here to make mortgages as easy as one, two, three. We take the time to get to know you before finding you the right mortgage.

Mortgages

Here at RL Wealth Management, we know only too well that people have very little time away from the office to effectively manage their finances and mortgages are no exception to this rule. With this in mind, we’ve created the ultimate process in which we can find your ideal mortgage, catering to all of your requirements with little time needed from yourself. Our independent mortgage advice will span the entire marketplace, scouring all current mortgage deals available whether you’re looking at Help-To-Buy, Buy-To-Let or self build. We can arrange a mortgage that suits you, whether you’re employed or self-employed.

Open to all

Whether you’re a first time buyer, moving home or looking to take advantage of the property market, we’ll find you the most competitive rate and have it in place when you need it.

Use our Expertise

When you use our independent mortgage advisors, you gain access to some of the most knowledgeable minds within the mortgage sector. Know you’re in safe 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