Tag Archives: financial planning Durham

When should I start planning my retirement?

planning retirement

Whether you are a busy professional, medic or business owner, the simple answer to the question, “when should I start planning my retirement?” is – now! It’s never too early. If you organise your life now you will minimise stress for yourself and your family in future.   Holiday season […]

Parents financial planning for university

university planning for parents

If your offspring are flying the nest next month to university you’ve probably got mixed feelings. You may feel happy for them but wondering if you’ll feel bereft/glad that you won’t be getting woken up at 3am when they come home from the nightclub.   You’ve probably also done most […]

Financial planning for later life

retirement smile

Financial planning – Why it’s better for your money to outlive you? When we put together a financial plan, we use a mortality of age 100 because we don’t want you to run out of money. We also use a financial planning forecasting tool to help you “see” your financial […]

Why organising your finances is good for your mental health

finances and mental health

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 […]

Why financial planning is good for your mental health

Financial planning and mental health

Peace of mind is a phrase that’s used a lot, particularly by financial organisations.  Here at Robson Laidler Wealth we would say that it’s about understanding where you are, where you want to get to and how to get there.  Inevitably, this gives you confidence about the future, and that’s […]

When can I retire? Do you know your “magic number”?

magic number

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 […]

Investment: Investing, Speculating or Gambling?

investment gambling

Everyday it seems I’m getting queries from clients asking whether they can buy individual shares through the investment accounts that we manage.   These queries are likely to be generated as a result of the sizeable gains seen in some stock prices since last March after the pandemic effects took […]

Getting closer to 50 – financial planning priorities

Amanda Cowie

To round off with the Financial Planning Week blog posts from our team, Director and Chartered Financial Planner Amanda Cowie gives her thoughts on financial planning when you are nearing 50!…   If, like me, you are getting near your “special” birthday you maybe can’t believe that you are at […]

Advice for young families saving for their future

Danielle Knowles

Today to support Financial Planning Week are some top tips from our paraplanner Danielle Knowles for young families saving for their future whilst looking after their loved ones…   I am Danielle, a 37-year-old mum of two to Charlie 5 and Daisy 3.   Working in financial services makes you […]

Financial Planning in your Thirties

Emma Purvis

This week is Financial Planning Week and to support this we have asked our staff to give us their own thoughts on their own financial planning priorities, in hope that this might give others some inspiration and ideas when it comes to planning for themselves.   Here’s a great read […]