RL Wealth Management - Billericay

Located in Billericay, United Kingdom, RL Wealth Management is a reputable financial planning company specializing in providing expert guidance and personalized solutions to help clients achieve their financial goals. Founded by Ian Russell, the company has garnered a strong reputation for its exceptional customer service and comprehensive offerings.

Servicing clients throughout the United Kingdom, RL Wealth Management is committed to delivering tailored financial guidance, helping individuals and families secure their financial futures. Their services include financial planning, investment management, retirement planning, and estate planning. Additionally, the company offers protection needs consulting, assisting clients in securing their assets and providing peace of mind.

The address of RL Wealth Management is 1 Regent Dr, Billericay CM12 0GD, United Kingdom. They can be reached by phone at Phone: 1268200992, and through their website: rlwealth.net. Visitors are advised that the location features a wheelchair-accessible car park and toilet facilities.

Appointments are recommended, and wheelchair accessibility is available. With a 5/5 average rating on Google My Business, RL Wealth Management has received acclaim for its exceptional service and expertise.

👍 Reviews of RL Wealth Management

James F.

5/5

Cannot recommend Ian and his team enough. Ian was able to secure me a new fixed mortgage deal at a lower rate than I had previously been quoted. Further to this, Ian and his team were able to assist in drawing up my first will. The process was made so simple for me and I could not be happier. Ian had previously assisted with my protection needs and I would not go elsewhere for financial advise.

Luke K.

5/5

I've been working with Ian Falder for the past year on my mortgage and personal protection, and I can't recommend him enough. He’s not just about ticking boxes or running numbers. He genuinely wanted to understand my situation, helping me every step of the way.

Navigating mortgages can be a headache, but Ian made it feel like a breeze. He was always there, ready to answer even my smallest questions. It’s rare to find someone who cares as much as he does.

If you're looking for someone knowledgeable, patient, and genuinely looking out for your best interests, Ian's your guy. He’s been a real game-changer for me!

Max S.

5/5

Happy to leave feedback for Ian and his team. The mortgage advice they have given us to date has been good, and we are happy with the progression on our pensions and investments. Thank you