Tag Archives: wealth

What is green, clean and kind money?

good money week

The coronavirus pandemic has been a wake-up call for many of us in various senses, but especially when it comes to finances. That’s why the theme of this year’s Good Money Week is ‘Clean Slate Green Slate’, encouraging people to consider green investment options, particularly as nearly 40% of us […]

Getting closer to 50 – financial planning priorities

Amanda Cowie

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 […]

Cash reserves – the “Goldilocks” theory

Wealth management

Our sister company Robson Laidler Accountants and Tax Advisers have scheduled a Webinar Wednesday 9 September on “Cashflow Management”.  This event is for business owners and you can contact ggraham@robson-laidler.co.uk if you would like to attend. But what about our own, personal cash reserves? Whilst the last 6 months have […]

Coping with the unexpected – what price peace of mind?

financial planning family

For many of us, the last few months have been about ticking some long-awaited jobs off a list.  Even for those still working it’s amazing how much time has been freed up when we haven’t got the usual distractions like a social life for instance. At the start of this […]

An update from RL Wealth: Covid 19 – what have we learned?

I’ll not to start this with the usual “I hope this finds you well?” as this seems to be at the start of every fund manager communication we’ve had since this crisis began!   I do genuinely hope though that you and your family are managing to stay healthy and sane […]

Danielle’s wealth of knowledge makes her the perfect appointment

Danielle Knowles

Robson Laidler Wealth has strengthened its team with the appointment of Danielle Knowles, with more than 15 years industry experience, as a paraplanner.   Danielle, 37, has joined Robson Laidler Wealth from a specialist medical accountancy and financial planning firm where she worked in the Corporate Department for 12 years […]

Financial planning in the North East – fail to plan, plan to fail

financial planning success

It’s a well-known expression and one that we at Robson Laidler Wealth focus 100% of our client time on. To us, working with our clients is not about selling products, we’re always thinking about our clients’ plans and how we might help achieve them with good financial planning. Our priority […]

Getting to Know Us – Amanda Cowie, Robson Laidler Wealth

Amanda Cowie

When we meet someone in real life, we ask questions to get to know them better. We listen to their anecdotes, ideas, opinions, and beliefs. We try to unearth their story, and to tell our own. The end goal is to connect. In business the rules don’t really change. We […]

Financial planning for University – “Today playgroup, tomorrow university”

Financial Planning Student

Someone said this to me about 18 years ago when their daughter, a similar age to mine, had just started playgroup.  This mother, so upset about losing the company of her toddler, not long after started to home-school – successfully, huge admiration.  At the same point, I practically jogged to […]