RL Wealth Management

Independent Financial Adviser  12 Capricorn Centre, Essex, Basildon, SS14 3JJ
First meeting at adviser's own cost
Please give us a call to find out more.
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Building your home
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Buy my next home
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Buy to let
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Buying commercial property
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Buying first home
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Buying overseas
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Equity release
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Flexible mortgages
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High loan to value
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Next home / Remortgaging
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Right to buy
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Self-employed mortgages
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Traded endowment policies
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Accident & sickness
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Critical illness
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Healthcare
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Home and leisure
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Income protection insurance
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Large business
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Life insurance
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Payment protection insurance
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Small business
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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EEA
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Rest of world
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Commercial mortgages
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Corporate pension
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Employee benefits
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Group ISA
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
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Group risk
Response rating
7.0/10
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FCA authorised
Last authorised 14th June 2021
Meet our advisers
MR Ian Falder
Director

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

What our clients say
Ian was amazing ! Couldn’t have asked for a more professional personalised service ! Highly recommend!
Laura W, Chingford
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.
Richard A, London
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
Steve T, Basildon
Lyn and I just wanted to express our many thanks for securing us a mortgage (against the odds!). We wouldn’t hesitate to recommend your professional services and we were especially pleased with your response to any of our questions, to which you always replied same day.
Steve, Ecosense Ltd, Basildon
About us

RL Wealth Management Ltd is a part of the Robert Lewis Group, the multi-award winning firm of Accountants based in Essex, Hertfordshire and London

We offer the highest level of professional financial planning and accounting services nationwide, to individuals and businesses from a wide range of industries and sectors.

If you are looking for an experienced, knowledgeable and approachable firm to help you manage your holistic wealth management, look no further and contact us now.

Our services

- Mortgage advice - Residential/BTL/Commercial
- Auto enrolment
- Personal protection
- Pensions
- Investments

Where to find us
Head office address: 12 Capricorn Centre, Cranes Farm Road, Essex, Basildon, SS14 3JJ
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£50,000
Minimum mortgage value
£125,000
Special offers
Choose an Unbiased exclusive special offer:
Offers terms
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face
Compliance

Your home may be repossessed if you do not keep up repayments on your mortgage.

Response rating
7.0/10
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FCA authorised
Last authorised 14th June 2021

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