Tag Archives: wealth management jesmond

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 […]

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 […]

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 […]

Happy Financial Independence Day

funding support

On 25 April the world celebrated Financial Independence Day. So, what is Financial Independence? Well, according to Wiki it’s “the status of having enough income to pay one’s living expenses for the rest of one’s life without having to be employed or dependent on others.” Sound good? But how many of us actually know how […]

Wealth management with top customer experience

wealth manager customer experience

As a wealth management firm whose purpose is to ‘Make a positive difference to people’s lives’, we recently invited our clients to take part in global survey of investors run by Dimensional, an investment manager we work with. The results from the survey help us to develop our services to […]

Drawing an income from your pension and investments?

power of attorney

If you draw income from your pension or investments ask yourself  – do you have a Power of Attorney in place? If you are taking an income from your pensions and investments and these are managed by a financial adviser, then you will likely meet up with your adviser at […]

Do you know what your financial goals are?

Financial Planning Goals

As financial planners, we ask a lot of questions about goals – you might think we are being nosy?! The reason for asking so many questions is to try and establish what’s most important to you.  It’s not as simple as just asking you what your goals are.  If you […]