Benefits of working with us

Security

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

Variety

We offer comprehensive coverage for various protection planning needs, ranging from life protection and critical illness to income benefit solutions.

Flexibility

We consider every aspect, including the type of protection, level of coverage, and budget, to ensure complete flexibility and tailor-made solutions for your specific needs.

Know Your Value

It's easy to undervalue your true worth, but rest assured, with our expertise, we will ensure you know your true value and receive ample protection to safeguard your interests effectively.

All Bases Covered

We will work closely with you to ensure your protection covers all your objectives, including offering valuable tax and trust advice.

Quick And Easy

Our priority is to make the entire process quick and seamless, ensuring you and your family are protected as soon as possible, with minimal hassle.

Protection

Many people underestimate the importance of protection, especially in the face of unforeseen circumstances such as major illness or even death. Whether you’ve experienced a stroke, heart attack, or received a cancer diagnosis, having the right protection in place can provide you with financial security you might not have been aware of. Choosing the appropriate level of protection can be daunting, but with our team of experts, we’ll arrange personalised protection that suits your needs, ensuring you’re shielded against all eventualities in the event of the worst happening. We’ll make sure you have enough cover to mitigate the impact of serious illness.

All Levels Of Protection

In times of trouble, many people find themselves without the appropriate level of cover. At RL Wealth Management, we are dedicated to ensuring you have the right level of protection tailored to your specific needs.

Affordable Premiums

When finding your ideal insurance cover, we carefully consider every aspect, including premiums and affordability. If you have a specific budget to adhere to, rest assured that we will work within those constraints to provide you with the best possible solution.

Other Services

Mortgages

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.

Ryan GledhillDirector
“

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