Tag Archives: Financial Planning Week

Good Money Week 2022

Good Money Week

The aim of ‘Good Money Week 2022’ is to help the public make better choices with their pensions, savings and investments that align with their values, and better understand the positive impact they can have on the environment and society. As a Certified B Corp, verified to meet high standards […]

Financial Planning Week UK 11 – 17 October 2021

Financial Planning Week

This week Robson Laidler Wealth is supporting CISI Financial Planning Week, and our team are offering free advice on family budgeting, financial goal setting and making the most of your resources.   Don’t miss the opportunity to book a free financial planning session (up to 45 mins) either online via […]

Getting closer to 50 – financial planning priorities

Amanda Cowie gains accreditation

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 […]

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 […]