Tag Archives: financial planning newcastle

What is Financial Independence Day?

financial independance

There is a “movement” doing the rounds at the moment, FIRE, “Financial Independence Retire Early”.  It’s based on the bestseller “Playing with FIRE” by Scott Rieckens. Scott was so fed up with his life he decided to quit the rat race, cut his expenses in half so that he could […]

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 […]

What is green, clean and kind money?

good money week

The coronavirus pandemic has been a wake-up call for many of us in various senses, but especially when it comes to finances. That’s why the theme of this year’s Good Money Week is ‘Clean Slate Green Slate’, encouraging people to consider green investment options, particularly as nearly 40% of us […]

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 […]

Generation Z – Financial Planning Priorities

Megan Dimmick

Continuing with our series of blog posts from members of our team on what’s important to them when planning their financial future, here’s some thoughts from Megan Dimmick, wealth administrator…   As a recently turned 21-year-old and a generation Z, financial planning would usually be the last thing on my […]

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 […]

Cash reserves – the “Goldilocks” theory

Wealth management

Our sister company Robson Laidler Accountants and Tax Advisers have scheduled a Webinar Wednesday 9 September on “Cashflow Management”.  This event is for business owners and you can contact ggraham@robson-laidler.co.uk if you would like to attend. But what about our own, personal cash reserves? Whilst the last 6 months have […]

Coping with the unexpected – what price peace of mind?

financial planning family

For many of us, the last few months have been about ticking some long-awaited jobs off a list.  Even for those still working it’s amazing how much time has been freed up when we haven’t got the usual distractions like a social life for instance. At the start of this […]

ESG investing – a new normal?

ESG Investing

Over the last year we have been having more conversations around ESG investing – where fund priorities are based on environmental, social, and governance issues. There has always been a small number of individuals who have specifically mentioned that they wish for a particular area to be excluded from their […]