Tag Archives: wealth

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

Wealth Online Meeting

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

Wealth Management

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 gains accreditation

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 […]

Self employed millennials heading for a rocky retirement

Millennial retirement planning

Recent research from Fidelity suggest that those who are self employed between the ages of 23 and 38 (millennials) are not saving enough for retirement. Two in three young self-employed workers surveyed by the investment firm and pension provider said they had no pension savings whatsoever, with nearly three-quarters of […]

Later Life Care – a financial time bomb?

Later Life Care - a financial time bomb?

Local authorities are cash strapped – fact.  The Dilnot Report capping the cost of Later Life Care fees keeps being delayed.  Something has to be done to address this. The Pensions Policy Institute (PPI) has published ‘Care in later life: incentives to use assets to pay for care’ sponsored by […]

10 Questions with Robson Laidler Wealth Director Neil Cowie

Robson Laidler Wealth Director Neil Cowie

What was your first break in business? Getting a call to discuss the new financial planning advice business being set up by Robson Laidler in 2005. 2. What did you want to be growing up? Airline pilot – I’m still a bit of a plane spotter! 3. What attracted you […]

Top Tips for Financial Planning

Financial planning meeting

It’s 2019. Perhaps you are recovering from the festive excess in more ways than one?! You think, OK, it’s time to take stock. Sort things out. Stop putting important things off. Or is that just me? You may have already done some thinking ahead, booked the holiday, made enquiries about […]

Amanda gains much sought after later life accreditation

Amanda Cowie gains accreditation

Robson Laidler Wealth Director Amanda Cowie has recently received an accreditation from the Society of Later Life Advisers (SOLLA).  There are only three other Independent Financial Advisers in Northumberland and Tyne & Wear who hold this. The Later Life Advisers Accreditation has now become established as the industry standard of […]