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 you […]
Tag Archives: wealth management
29
Jan
Jan
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 […]
22
Dec
Dec
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 […]
01
Dec
Dec
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 […]
19
Nov
Nov
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 […]
Blog, Financial Planning, Investments, Legal, Pensions, Personal Finance, Wealth
Drawing an income from your pension and investments?
28
Oct
Oct
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 […]
B-Corp, Blog, Business, Financial Planning, Investments, Personal Finance, Wealth
It’s Good Money Week. But what is sustainable and responsible investment?
26
Oct
Oct
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 […]
Blog, Budget, Family, Financial Planning, Investments, Later Life, Pensions, Personal Finance, Retirement, Wealth
Getting closer to 50 – financial planning priorities
09
Oct
Oct
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 […]
Blog, Budget, Family, Financial Planning, Investments, Later Life, Pensions, Personal Finance, Protection, Tax, Taxable Benefits, Wealth
Advice for young families saving for their future
08
Oct
Oct
Today to support Financial Planning Week are some top tips from our paraplanner Danielle Knowles for young families saving for their future whilst looking after their loved ones… I am Danielle, a 37-year-old mum of two to Charlie 5 and Daisy 3. Working in financial services makes you […]
Blog, Financial Planning, Pensions, Personal Finance, Retirement, Wealth
Generation Z – Financial Planning Priorities
06
Oct
Oct
Continuing with our series of blog posts from members of our team on what’s important to them when planning their financial future, here’s some thoughts from Megan Dimmick, wealth administrator… As a recently turned 21-year-old and a generation Z, financial planning would usually be the last thing on my […]