Tag Archives: wealth management

Ukraine and your long term financial plans

Ukraine financial plans

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 […]

Spotlight on an Advisor – Emma Purvis

Financial Advisor – Emma Purvis

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 […]

The Autumn Budget Changes to Pensions

The Autumn Budget Changes to Pensions

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 […]

Investor anxiety at an all-time high

Investor anxiety

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 […]

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 […]

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, […]