Robson Laidler has launched a new Environmental, Social and Governance (ESG) advisory service to support businesses with sustainability awareness, assessment, training and reporting. As an accredited B Corporation, Robson Laidler is already a business that meets the highest standards in social and environmental performance, public transparency, and legal accountability to […]
Category Archives: Wealth
Blog, Pensions, Retirement, Taxable Benefits, Wealth
Financial Planning Life Stages: planning for retirement
25
Jan
Jan
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 […]
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 […]
Blog, Family, Financial Planning, Protection, Wealth
Financial Planning Life Stages: Protection needs for a young family
12
Dec
Dec
This vlog: Financial Planning Protection Needs for a Young Family demonstrates the situation of a young family who have just bought their first home and have a small child. We model their financial situation based on the tragic event of a premature death in the family. Andy age 36, is married […]
Blog, Financial Planning, Personal Finance, Wealth
Robson Laidler Wealth supports Talk Money Week 2022
09
Nov
Nov
Robson Laidler Wealth is taking part in Talk Money Week 2022, an annual awareness campaign coordinated by the Money and Pensions Service to encourage everyone to open up about their money and pensions. Talk Money Week (7-11 November) encourages people to have more open conversations about their money and […]
Blog, Financial Planning, Pensions, Personal Finance, Wealth
Financial Planning Life Stages: Entering adulthood and first job
01
Nov
Nov
Chartered Financial Planners Neil and Amanda Cowie explain the benefits of financial planning through every life stage, no matter what your financial circumstances are. This vlog (Benefits of financial planning through every life stage) starts by looking at the issues affecting those who are entering adulthood and perhaps just beginning […]
13
Oct
Oct
Here at Robson Laidler Wealth our team of Chartered Financial Planners can support solicitors with their court appointed deputy clients in having those difficult conversations around setting budgets. In our experience, when someone receives an award of this level, it can make them or their family feel like they’re millionaires, […]
06
Oct
Oct
The aim of ‘Good Money Week 2022’ is to help the public make better choices with their pensions, savings and investments that align with their values, and better understand the positive impact they can have on the environment and society. As a Certified B Corp, verified to meet high standards […]
03
Oct
Oct
It is difficult to listen to news headlines these days without feeling some anxiety about the effect on your financial investments. Unfortunately, the news rarely adopts a positive tone when reporting anything let alone finance. The past few years have undoubtedly witnessed some major events, including Brexit, Donald Trump, […]
Blog, Financial Planning, Later Life, Personal Finance, Property, Protection, Wealth
Paying for care, how a local authority views deprivation of assets
22
Sep
Sep
Something that comes up, a lot! Many of us know of someone in care or needing care and, from our discussions, of course individuals don’t want to see family assets disappear to cover care fees. Conversely though, paying for your own care tends to come with choice. There are […]