Tag Archives: wealth management

Good Money Week 2021 – What is a ‘good’ investment?

Good Money Week

It’s Good Money Week this week, so you may be asking, “What does ‘good’ mean for my investments?” Great question and one we’ve been chatting to our existing and new clients about for a few years’ now and why we developed some alternative portfolios to take specific client values into […]

Parents financial planning for university

university planning for parents

If your offspring are flying the nest next month to university you’ve probably got mixed feelings. You may feel happy for them but wondering if you’ll feel bereft/glad that you won’t be getting woken up at 3am when they come home from the nightclub.   You’ve probably also done most […]

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 […]

Business owners – how to prioritise your personal plans

business owner

We’ve met lots of business owners recently who are still working hard well into their 60’s.  This is typically because they love what they do.  But also it’s because they haven’t had a chance to consider making plans.  They are too busy!   So, why should you take your foot […]

How can I look after my employees’ financial wellbeing?

financial wellbeing

In these tricky times, how do you as an employer remain profitable whilst trying to look after the wellbeing of your employees? Many employers ask us what an acceptable level of employee benefits is and of course this has to fit within their budget.   The pension Since around 2012, […]

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 […]

Why organising your finances is good for your mental health

finances and mental health

Why is organising your finances good for your mental health? Mind, the mental health charity says:   It’s those nagging thoughts in the middle of the night that cause us to lose sleep, cause gut busting anxiety and yes, it can become a vicious cycle leading to depression, relationship issues […]

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 […]

Happy Good Earth Day – sustainable investments

Earth Day

Happy Good Earth Day! Here at Robson Laidler Wealth we understand that the way we invest money has the power to change the world. That’s why we launched our Sustainable Investment portfolios last year.  Our portfolios embrace the UN Sustainable Developments Goals and have a “do no harm” ethos.  The […]