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 supporting businesses and their employees who needed retirement advice.
Robson Laidler Wealth Director Amanda Cowie said “We are really happy to have someone of Danielle’s calibre join our growing team. Our business continues to expand, and we know how important it is to have a group of fantastic individuals supporting us in providing advice and a quality service to our clients. Danielle is industry qualified and with her level of experience has already hit the ground running”.
Robson Laidler Wealth’s turnover has doubled in the past five years and they now manage over £100million of investments on behalf of their clients. Danielle brings the team to a total of six employees and RL Wealth has plans to appoint even more staff next year.
Director Neil Cowie said “Our success is down to the importance we place on creating and maintaining long term financial plans for our clients and we use some great financial planning software to help with this. We are in the process of launching some sustainable investment portfolios to align with our company values of making a positive impact and to meet increasing demand from clients”.
Robson Laidler Wealth’s growing success can also be attributed to the launch of its later life service with sister firm Robson Laidler Accountants in 2018, offering a ‘one stop shop’ for wills, powers of attorney and probate as well as accounts, chartered tax advice, retirement planning, and investment advice. The launch of the service was sealed after Amanda Cowie was awarded with an accreditation from the Society of Later Life Advisers “SOLLA”. Making her one of only three Independent Financial Advisers in Northumberland and Tyne & Wear to hold this.
Danielle, who is certified in financial planning, as well as Pension Administration and Group Risk, said: “I am really excited to be joining Robson Laidler Wealth. When I met with Amanda and Neil and they shared their vision for the growth of the business and their customer service ethos, I knew it was too good an opportunity to miss. I am very much looking forward to working with the team and supporting them with their research and preparation of advice.”
RL Wealth was established in 2005 to offer a complementary service to Robson Laidler Accountants and Business Advisors’ clients. The firm is led by husband and wife team Neil and Amanda Cowie, both Chartered Financial Planners, who together have more than 50 years’ experience in financial services.