Tag Archives: wealth

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 […]

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 you […]

Investment: Investing, Speculating or Gambling?

investment gambling

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 […]

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 […]