Category Archives: Blog

Danielle’s wealth of knowledge makes her the perfect appointment

Danielle Knowles

Robson Laidler Wealth has strengthened its team with the appointment of Danielle Knowles, with more than 15 years industry experience, as a paraplanner.   Danielle, 37, has joined Robson Laidler Wealth from a specialist medical accountancy and financial planning firm where she worked in the Corporate Department for 12 years […]

Robson Laidler Launches R&D Advisory Service

R&D tax credits

ROBSON Laidler has launched a service that has already saved our clients almost £395,000 by realising and reclaiming Research and Development (R&D) tax credits available to them from HMRC. We have established the new R&D tax credits offering to complement our accounting, business advisory and wealth management services, to help […]

What does the Coronavirus mean for investors?

Since the start of the year news headlines have heavily featured the outbreak of the coronavirus in China.  The virus has had the effect of stopping flights, slowing trade and prompted the building of a new hospital in record time. Epidemics like this can quickly unnerve investors and potentially affect […]

Financial planning in the North East – fail to plan, plan to fail

financial planning success

It’s a well-known expression and one that we at Robson Laidler Wealth focus 100% of our client time on. To us, working with our clients is not about selling products, we’re always thinking about our clients’ plans and how we might help achieve them with good financial planning. Our priority […]

Getting to Know Us – Amanda Cowie, Robson Laidler Wealth

Amanda Cowie

When we meet someone in real life, we ask questions to get to know them better. We listen to their anecdotes, ideas, opinions, and beliefs. We try to unearth their story, and to tell our own. The end goal is to connect. In business the rules don’t really change. We […]

Financial well-being health check for 2020

2020 piggy bank

Love it or hate it, the word “well-being” is being used a lot at the moment, usually in a mental or physical context. At Robson Laidler Wealth we believe that your financial well-being has an effect on how you feel generally that’s why it’s so important. Last New Year I […]

North East Business Owners – Be, Do, Have

be do have

Our success in life depends largely on our mindset. Those who wait until conditions are perfect are unlikely to achieve their goals as they’re always waiting for the right time and never take that first step. There are three small words whose order can heavily influence the outcomes we achieve: […]

Business owners – Want more money, more time or less stress?

Freedom

We believe our clients all deserve the three freedoms: Financial Freedom; Time Freedom; and Mind Freedom. In other words, more money and time to spend on important things outside of their business, along with less stress. Is your business stifling your freedom? Being in business is tough. At times, you […]

Manifesto Review – Tax Policies

manifesto

It is important to establish that we have no “political axe to grind” here. We simply wanted to set out an impartial summary of the manifesto pledges of the two main political parties with a little bit more digging into the possible implications for individuals and businesses. Summary of Conservative […]

Didn’t we have a lovely time, the day we went to Xerocon…

xerocon

Our people attended Xerocon 2019 last month to learn the latest updates from Xero and its App partners.  The main theme was ‘Communities of Purpose’, which fits perfectly with what RL is about. Here’s some quick sound bites from our team and what they took away from the event: “I […]