As a business owner are you sometimes guilty of not showing the finance function of your business the attention it deserves? We have a great analogy on this!… Most people treat accountants like they do their car tyres. It is bewildering when people scrimp on tyres for their car. Let […]
Category Archives: Investments
Blog, Events, Financial Planning, Investments, Later Life, Pensions, Personal Finance, Retirement, Wealth
Pensions Awareness Day – All you need to know
15
Sep
Sep
Pension Awareness Day takes place annually on September 15 with the aim to alert the nation that they need to save more for their retirement. So what do you need to be aware of exactly? Here’s some tips from Chartered Financial Planner Amanda Cowie director at RL Wealth: Pensions are […]
Blog, Employers, Financial Planning, Investments, Personal Finance, Wealth
Business owners – how to prioritise your personal plans
23
Jul
Jul
We’ve met lots of business owners recently who are still working hard well into their 60’s. This is typically because they love what they do. But also it’s because they haven’t had a chance to consider making plans. They are too busy! So, why should you take your foot […]
B-Corp, Blog, Business, Community, Events, Investments, Wealth
World Environment Day. What are green investments?
03
Jun
Jun
A few years’ ago, we felt that it was important to offer our client’s an alternative to our mainstream investment portfolios which are low cost and globally diverse. But what does the green alternative look like? We decided not to call our new portfolios ethical investments. This is because what […]
Blog, Business, Financial Planning, Investments, Later Life, Medical, Pay, PAYE, Payroll, Pensions, Personal Finance, Protection, Wealth
Financial planning for newly qualified dentists
24
May
May
Hurrah, after 5 long years you are now ready to go out and earn some money! What should newly qualified dentists be thinking about? How you are paid Ultimately the contract with the dental practice will determine your status for tax but if you are self-employed, it is up to […]
Blog, Budget, Family, Financial Planning, Investments, Later Life, Pensions, Personal Finance, Retirement, Wealth
Why organising your finances is good for your mental health
11
May
May
Why is organising your finances good for your mental health? Mind, the mental health charity says: It’s those nagging thoughts in the middle of the night that cause us to lose sleep, cause gut busting anxiety and yes, it can become a vicious cycle leading to depression, relationship issues […]
Blog, Events, Financial Planning, Investments, Later Life, Pensions, Personal Finance, Retirement, Wealth
Happy Financial Independence Day
26
Apr
Apr
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 […]
Blog, Community, Events, Financial Planning, Investments, News, Wealth
Happy Good Earth Day – sustainable investments
22
Apr
Apr
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 […]
Blog, Budget, Financial Planning, Investments, Personal Finance, Wealth
What is Financial Independence Day?
25
Mar
Mar
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 […]
Blog, Budget, Family, Financial Planning, Investments, Later Life, Pensions, Personal Finance, Retirement, Wealth
When can I retire? Do you know your “magic number”?
09
Mar
Mar
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 […]