Tag Archives: wealth management

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 […]

When can I retire? Do you know your “magic number”?

magic number

I was having coffee with friends, in those pre-lockdown halcyon days, and one asked “when do you think you will retire?” My answer is always the same “when my pension and investments reach the magic number!”  Obviously my magic number is personal!  But I 100% know what it is and […]

Business owner anxious about finances?

money anxiety

What a time to be in business! Fine if you are Amazon founder Jeff Bezos or own a takeaway coffee van!  We recognise however that some business owners are having a very stressful time and that’s why we are working closely with our Wealth Management team to help clients see […]

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 […]