Tag Archives: Robson Laidler Wealth

Am I invested in Russia?

Russian Investments

A very good question a few of our clients have been asking recently is; “Am I invested in Russia?” You may be aware that we provide both our mainstream and ESG (you might call them ethical) portfolios.  The former takes a low cost market approach and the latter has been […]

Spotlight on an Advisor – Emma Purvis

Financial Advisor – Emma Purvis

At Robson Laidler Wealth we know a great client relationship is built on transparency and trust and with that in mind we thought we would delve into the lives of our advisers, to find out more about them and their daily routine at work and to help you get to […]

Getting to know us…Robson Laidler Wealth

Lydia Sutton

At Robson Laidler, we want you to get to know us better!   This month, we ask Robson Laidler Wealth’s Lydia Sutton 10 Questions…   What is your role & how long have you done this for? My role is Wealth Administrator I have now been here since May 2021. What […]

Getting to know us…Robson Laidler Wealth

Getting to know us…Robson Laidler Wealth

At Robson Laidler, we want you to get to know us better!   This month, we ask Robson Laidler Wealth’s Jennifer Gilroy 10 Questions…   1. What is your role & how long have you done this for? Wealth Administrator. I started with RL Wealth in May this year joining at an […]

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 to know us…Robson Laidler Wealth

Danielle knowles

We know that people are our most important asset and that our clients enjoy getting to know more about the real people behind Robson Laidler Wealth.  So, here is our series of ‘Getting to Know You’ where we focus on a different staff member each month  and ask them 10 […]

Emma excels into financial planning role

Emma Purvis

Robson Laidler Wealth is moving forward with a senior financial planning promotion and a raft of new appointments as it continues to grow.   The financial planning firm has seen a 14% increase in turnover in its last financial year and is set to growth by a further 10% this […]

Divorce – Tax Considerations

Divorce tax

The end of a relationship, particularly divorce is difficult for so many reasons, but you may not realise that divorce and the end of a marriage or civil partnership, could lead to tax complications.   Most people know that transfers of assets between married or civil partnered couples are free […]

Financial planning for later life

retirement smile

Financial planning – Why it’s better for your money to outlive you? When we put together a financial plan, we use a mortality of age 100 because we don’t want you to run out of money. We also use a financial planning forecasting tool to help you “see” your financial […]

15 tips for financial freedom

financial freedom

Get yourself on the right financial path  Financial freedom means having enough money to afford the lifestyle you want for yourself and your family for the rest of your life, without fear of running out or being employed or dependant on others. These 15 top tips can help you on […]