In this vlog we discuss retirement planning with our model couple, Andy and Sarah to ensure they don’t run out of money. Andy and Sarah are now in their late 50s – they have a joint income of £140k, they have savings in stocks and shares and investment ISAs and […]
Monthly Archives: January 2023
Blog, Family, Financial Planning, Pensions, Personal Finance, Retirement, Wealth
Financial Planning Life Stages: Planning for university fees and retiring sooner
11
Jan
Jan
This vlog: Planning for university and retiring sooner demonstrates the situation of our model couple Andy and Sarah, both now aged 49 and who have a 17-year old daughter who is thinking about going to university and a 13-year son who will most likely do the same. They have approached […]
09
Jan
Jan
Robson Laidler has announced the promotion of Jack Spoor as new associate director. Jack, 32 from High Heaton, Newcastle has worked at the firm since he qualified in 2015 as a Chartered Certified Accountant. Starting his career in Robson Laidler’s audit and assurance team, Jack then developed and grew business […]