Tag Archives: financial planning Durham

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 […]

Financial Planning Week 2020

Neil Cowie

This week we are supporting the CISI Financial Planning Week and will be giving free advice on family budgeting, financial planning and how you can begin. Don’t miss the opportunity to book a free 1-hour online chat with one of our qualified financial planners. You can email me, Neil Cowie […]

Don’t ignore your pension savings statement

pension warning

It’s rare nowadays to be in, what used to be called, a “Final Salary” pension.  We now call these “Defined Benefit” pensions because they are now not typically based on your final salary but on your service and income levels throughout the period of membership. If you work for the […]

Budget 2020 – Personal Finance Summary

The new chancellor has just sat down after delivering his first budget statement.  The issue of the government’s response to coronavirus dominated the first part of his speech. Of more interest to us and our clients were the measures that directly affect personal finances. Our summary of the key issues: […]