Why you should save into your workplace pension? It’s that time of year again. Pension Awareness Week is back for 2024, running between 9th and 13th September, and to celebrate our financial planning team RL Wealth have put together this seven point plan on why its best to save […]
Tag Archives: wealth management
Blog, Pensions, Retirement, Taxable Benefits, Wealth
Financial Planning Life Stages: planning for retirement
25
Jan
Jan
In this vlog we discuss retirement planning with our model couple, Andy and Sarah to ensure they don’t run out of money. Andy and Sarah are now in their late 50s – they have a joint income of £140k, they have savings in stocks and shares and investment ISAs and […]
09
Jun
Jun
Amanda Cowie celebrates 10 years at Robson Laidler Wealth this month working as a Director and Chartered Financial Planner. Here’s some of her highlights from the past decade… You started in June 2012, is life as a financial planner been all that you expected?! Being married to a financial […]
08
Mar
Mar
Right now it’s very hard to watch the news and see the suffering that is taking place in Ukraine. As wealth managers, we feel it is important to let you know our thoughts on what is going on in the financial market. For some of you the impact of the […]
25
Jan
Jan
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 […]
Blog, Financial Planning, Healthcare, Investments, Later Life, Pay, Pensions, Personal Finance, Retirement, Tax, Taxable Benefits, Wealth
The Autumn Budget Changes to Pensions
03
Nov
Nov
If you have a UK pension then you may need to be aware of three important changes that were announced in the recent Autumn Budget: No 1. The change to the age that you can take an income from an invested pension. We’ve been mentioning this to our clients […]
20
Oct
Oct
The following article from Dimensional is food for thought about investor behaviour as global equity markets are at or near all-time highs: KEY TAKEAWAYS Financial journalists periodically stoke investors’ record-high anxiety by suggesting the laws of physics apply to financial markets—that what goes up must come down. But […]
20
Oct
Oct
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 […]
07
Oct
Oct
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 […]
Blog, Budget, Family, Financial Planning, Personal Finance, Wealth
Parents financial planning for university
26
Aug
Aug
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 […]