Category Archives: Wealth

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 […]

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 Women – are you financially resilient?

Talk to 10K

Recently we hosted an event in conjunction with a national initiative introduced by the Chartered Insurance Institute.  The theme was “Insuring Women’s Futures” and it deliberately coincided with National Talk Money Week on the basis that if you get women talking about issues through raising awareness then things might start […]

Retirement Planning – 5 things to think about!

Retirement Planning

Planning for retirement might seem like a long road ahead and we know how hard it is to prioritise saving over spending. When you’ve saved your entire working life, you just want to know that you will be “ok” financially when you eventually stop. We think it’s important to have […]

Pensions in your twenties and thirties?!

young person pension planning

As a thirty something (and hurtling towards the big 40) I often find myself thinking about retirement and what it’s going to look like.  Not necessarily what I’ll be doing or the fact I’ll be finished work forever (yippee), I’m thinking about money, my pension, and will I have enough […]

Lifetime Allowance – Myths you need to know

lifetime allowance

For those who haven’t heard of this before, the Lifetime Allowance (LTA) is the amount that a UK individual can hold in a registered pension arrangement(s).  Now the LTA is £1.055m and it is set to increase with CPI every year.