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 consider all aspects from type of protection to level of protection and budget to ensure total flexibility.

All Bases Covered

We’ll work with you to ensure your protection covers all your objectives including tax and trust advice.

Variety

From life protection to critical illness and even income benefit, we cover a variety of protection planning needs.

Know Your Value

It’s easy to underestimate your true value however, with our expertise, we’ll ensure you know your true value and are protected sufficiently.

Quick And Easy

We’ll make the entire process as quick and easy as possible to ensure you and your family are protected as soon as possible.

Protection

Many people aren’t aware of the importance of protection and by this, we mean, protection against unforeseen circumstances such as major illness and even death. Whether you’ve had a stroke, heart attack or a cancer diagnosis, having the correct protection in place can offer you financial well-being that you weren’t aware of. Deciding on which level of protection is needed however, can be a daunting task. With our team of experts however, we’ll arrange protection that suits you and your needs, ensuring you’re protected against all eventualities should the worst happen. We’ll ensure you have enough cover to make the impact of serious illness.,

All Levels Of Protection

Many people find themselves, in times of trouble, without the adequate level of cover. Here at RL Wealth Management, we’ll ensure you have the right level of protection for you.

Affordable Premiums

When sourcing your perfect insurance cover, we’ll take into consideration every aspect, including premiums and affordability. Have a budget you need to stick to? We’ll do just that.

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