Tag Archives: financial planning newcastle

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 […]

Danielle’s wealth of knowledge makes her the perfect appointment

Danielle Knowles

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 […]

Financial planning in the North East – fail to plan, plan to fail

financial planning success

It’s a well-known expression and one that we at Robson Laidler Wealth focus 100% of our client time on. To us, working with our clients is not about selling products, we’re always thinking about our clients’ plans and how we might help achieve them with good financial planning. Our priority […]