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 […]
Tag Archives: financial planning newcastle
Blog, Budget, Financial Planning, Investments, Later Life, Personal Finance, Wealth
Cash reserves – the “Goldilocks” theory
07
Sep
Sep
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 […]
Blog, Budget, Family, Financial Planning, Later Life, Personal Finance, Protection, Wealth
Coping with the unexpected – what price peace of mind?
01
Jun
Jun
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 […]
Blog, Community, Financial Planning, Investments, Personal Finance, Wealth
ESG investing – a new normal?
26
May
May
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 […]
Blog, Budget, Financial Planning, Investments, Later Life, Pensions, Personal Finance, Protection, Retirement, Wealth
Budget 2020 – Personal Finance Summary
11
Mar
Mar
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 […]
Blog, Financial Planning, Personal Finance, Tax, Wealth
Financial planning in the North East – fail to plan, plan to fail
27
Jan
Jan
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 […]
22
Jan
Jan
When we meet someone in real life, we ask questions to get to know them better. We listen to their anecdotes, ideas, opinions, and beliefs. We try to unearth their story, and to tell our own. The end goal is to connect. In business the rules don’t really change. We […]
Blog, Financial Planning, Pensions, Personal Finance, Protection, Wealth
Retirement Planning – 5 things to think about!
23
Oct
Oct
Planning for retirement might seem like a long road ahead and we know how hard it is to prioritise saving over spending. When you’ve saved your entire working life, you just want to know that you will be “ok” financially when you eventually stop. We think it’s important to have […]
Blog, Family, Financial Planning, Later Life, Pensions, Personal Finance, Retirement, Tax, Wealth
Lifetime Allowance – Myths you need to know
18
Sep
Sep
For those who haven’t heard of this before, the Lifetime Allowance (LTA) is the amount that a UK individual can hold in a registered pension arrangement(s). Now the LTA is £1.055m and it is set to increase with CPI every year.
Blog, Budget, Community, Family, Financial Planning, Personal Finance, Wealth
Financial Planning for North East Women
05
Sep
Sep
Come on ladies, it’s time to get a handle on long term finance! There have been a number of headlines recently about women not taking responsibility for their longer-term planning, many leaving it to their partner. Is this a problem? Perhaps not for some, but in my job I see […]