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, […]
Category Archives: Wealth
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 […]
12
Sep
Sep
Pension Awareness Day 12th – 16th September – what do I need to be aware of exactly? We all get bombarded with information 24/7 and to be honest, most of it isn’t good news at the moment! So, it’s easy to put things off and, in our experience, […]
07
Sep
Sep
With inflation on the rise it’s important to consider pension tax charges for NHS pension members. This has been a huge issue for medical professionals over recent years, which you will be very aware of. Many NHS pension scheme members have reduced hours, declined additional responsibilities, left the scheme or […]
09
Jun
Jun
Amanda Cowie celebrates 10 years at Robson Laidler Wealth this month working as a Director and Chartered Financial Planner. Here’s some of her highlights from the past decade… You started in June 2012, is life as a financial planner been all that you expected?! Being married to a financial […]
12
Apr
Apr
The term “unprecedented times” has been used a lot over the past few years, hasn’t it? Whether it’s the global pandemic, the soaring cost of fuel and energy crisis or the more recent war in Ukraine none of us would be shamed for saying when it comes to our finances […]
09
Mar
Mar
A very good question a few of our clients have been asking recently is; “Am I invested in Russia?” You may be aware that we provide both our mainstream and ESG (you might call them ethical) portfolios. The former takes a low cost market approach and the latter has been […]
08
Mar
Mar
Right now it’s very hard to watch the news and see the suffering that is taking place in Ukraine. As wealth managers, we feel it is important to let you know our thoughts on what is going on in the financial market. For some of you the impact of the […]