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 […]
Tag Archives: wealth management jesmond
22
Sep
Sep
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 […]
Blog, Community, Employers, Financial Planning, News, Personal Finance, Wealth
Emma excels into financial planning role
23
Aug
Aug
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 […]
Banking, Blog, Budget, Business, Family, Financial Planning, Later Life, Pensions, Personal Finance, Wealth
15 tips for financial freedom
04
May
May
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 […]
Blog, Events, Financial Planning, Investments, Later Life, Pensions, Personal Finance, Retirement, Wealth
Happy Financial Independence Day
26
Apr
Apr
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 […]
19
Nov
Nov
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 […]
Blog, Financial Planning, Investments, Legal, Pensions, Personal Finance, Wealth
Drawing an income from your pension and investments?
28
Oct
Oct
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 […]
Blog, Budget, Business, Financial Planning, Investments, Pensions, Personal Finance, Wealth
Do you know what your financial goals are?
09
Sep
Sep
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 […]