On 25 April the world celebrated Financial Independence Day. So, what is Financial Independence? Well, according to Wiki it’s “the status of having enough income to pay one’s living expenses for the rest of one’s life without having to be employed or dependent on others.” Sound good? But how many of us actually know how […]
Category Archives: Financial Planning
Happy Good Earth Day! Here at Robson Laidler Wealth we understand that the way we invest money has the power to change the world. That’s why we launched our Sustainable Investment portfolios last year. Our portfolios embrace the UN Sustainable Developments Goals and have a “do no harm” ethos. The […]
There is a “movement” doing the rounds at the moment, FIRE, “Financial Independence Retire Early”. It’s based on the bestseller “Playing with FIRE” by Scott Rieckens. Scott was so fed up with his life he decided to quit the rat race, cut his expenses in half so that he could […]
I was having coffee with friends, in those pre-lockdown halcyon days, and one asked “when do you think you will retire?” My answer is always the same “when my pension and investments reach the magic number!” Obviously my magic number is personal! But I 100% know what it is and […]
What a time to be in business! Fine if you are Amazon founder Jeff Bezos or own a takeaway coffee van! We recognise however that some business owners are having a very stressful time and that’s why we are working closely with our Wealth Management team to help clients see […]
Think back to the 80’s (if you can!) we had Wall Street, Harry Enfield’s Loadsamoney, Miami Vice, regular news items on city traders making a fortune. At that time being a millionaire was out of reach for most people. Maybe a bit distasteful even. Since then, due to the success […]
In a recent global study* the question “What do you value in the relationship you have with your financial adviser?” The results were: Given what we are going through at the moment you might say that this is pretty obvious. However these results were similar pre-pandemic. So, how do you […]
If all plans are out of the window is it worth planning at all? What a year! If anyone had told us we would not have believed them. So many plans cancelled. But what about our clients’ long term financial plans? Were they even affected by the Covid pandemic? Not […]
The coronavirus pandemic has been a wake-up call for many of us in various senses, but especially when it comes to finances. That’s why the theme of this year’s Good Money Week is ‘Clean Slate Green Slate’, encouraging people to consider green investment options, particularly as nearly 40% of us […]
If you draw income from your pension or investments ask yourself – do you have a Power of Attorney in place? If you are taking an income from your pensions and investments and these are managed by a financial adviser, then you will likely meet up with your adviser at […]