Tag Archives: financial planning north east

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 […]

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 […]

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 […]

Getting to Know Us – Amanda Cowie, Robson Laidler Wealth

Amanda Cowie

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 […]

Retirement Planning – 5 things to think about!

Retirement Planning

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 […]

Pensions in your twenties and thirties?!

young person pension planning

As a thirty something (and hurtling towards the big 40) I often find myself thinking about retirement and what it’s going to look like.  Not necessarily what I’ll be doing or the fact I’ll be finished work forever (yippee), I’m thinking about money, my pension, and will I have enough […]

Lifetime Allowance – Myths you need to know

lifetime allowance

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.