Tag Archives: financial planning

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 […]

When can I retire? Do you know your “magic number”?

magic number

I was having coffee with friends, in those pre-lockdown halcyon days, and one asked “when do you think you will retire?” My answer is always the same “when my pension and investments reach the magic number!”  Obviously my magic number is personal!  But I 100% know what it is and […]

Business owner anxious about finances?

money anxiety

What a time to be in business! Fine if you are Amazon founder Jeff Bezos or own a takeaway coffee van!  We recognise however that some business owners are having a very stressful time and that’s why we are working closely with our Wealth Management team to help clients see […]

Who wants to be a millionaire? Who needs to be a millionaire?

pension millionaire

Think back to the 80’s (if you can!) we had Wall Street, Harry Enfield’s Loadsamoney, Miami Vice, regular news items on city traders making a fortune.  At that time being a millionaire was out of reach for most people. Maybe a bit distasteful even. Since then, due to the success […]

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 […]

2020! A reflection from Robson Laidler Wealth

At the start of this year I decided to read this book – it’s a daily reading, a bible, if you like, for financial advisers and wealth managers from a man who has over 50 years’ experience of helping families with their finances. I’m so glad I did!  On January […]

Planning for 2021? Are you kidding me?

Peace of mind

If all plans are out of the window is it worth planning at all? What a year!  If anyone had told us we would not have believed them. So many plans cancelled. But what about our clients’ long term financial plans?  Were they even affected by the Covid pandemic?  Not […]

How financially healthy is my business and future?

wealth health north east

Most business owners are focussed individuals and love what they do. Our financial planning team RL Wealth are in the fortunate position to see the whole picture.  They can see the turnover, the profits, the tax return but, because it’s about balancing the business finances with the owner’s personal financial […]

Getting closer to 50 – financial planning priorities

Amanda Cowie

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 […]

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 […]