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Wealth management with top customer experience

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 […]

wealth manager customer experience

What is green, clean and kind money?

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 […]

good money week

Drawing an income from your pension and investments?

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 […]

power of attorney

It’s Good Money Week. But what is sustainable and responsible investment?

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 […]

Good Money Week

Getting closer to 50 – financial planning priorities

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 […]

Amanda Cowie

Advice for young families saving for their future

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 […]

Danielle Knowles

Financial Planning in your Thirties

This week is Financial Planning Week and to support this we have asked our staff to give us their own thoughts on their own financial planning priorities, in hope that this might give others some inspiration and ideas when it comes to planning for themselves.   Here’s a great read […]

Emma Purvis

Generation Z – Financial Planning Priorities

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 […]

Megan Dimmick

Financial Planning Week 2020

This week we are supporting the CISI Financial Planning Week and will be giving free advice on family budgeting, financial planning and how you can begin. Don’t miss the opportunity to book a free 1-hour online chat with one of our qualified financial planners. You can email me, Neil Cowie […]

Neil Cowie

Don’t ignore your pension savings statement

It’s rare nowadays to be in, what used to be called, a “Final Salary” pension.  We now call these “Defined Benefit” pensions because they are now not typically based on your final salary but on your service and income levels throughout the period of membership. If you work for the […]

pension warning

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