Tag Archives: wealth management

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 […]

Financial security – what price peace of mind?

Financial security

In a recent global study* the question “What do you value in the relationship you have with your financial adviser?” The results were:   Given what we are going through at the moment you might say that this is pretty obvious.  However these results were similar pre-pandemic. So, how do […]

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

Wealth Management Newcastle

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 […]

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 […]

It’s Good Money Week. But what is sustainable and responsible investment?

Good Money Week

What is sustainable and responsible investment? Over the past few years Robson Laidler has been looking at how we as a firm can make a difference.  To name a few, we are partners in the global B1G1 Business for Good community that supports the UN with its global sustainable development […]

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 […]