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Financial Planning Week UK 11 – 17 October 2021

This week Robson Laidler Wealth is supporting CISI Financial Planning Week, and our team are offering free advice on family budgeting, financial goal setting and making the most of your resources.   Don’t miss the opportunity to book a free financial planning session (up to 45 mins) either online via […]

Good Money Week 2021 – What is a ‘good’ investment?

It’s Good Money Week this week, so you may be asking, “What does ‘good’ mean for my investments?” Great question and one we’ve been chatting to our existing and new clients about for a few years’ now and why we developed some alternative portfolios to take specific client values into […]

Getting to know us…Robson Laidler Wealth

We know that people are our most important asset and that our clients enjoy getting to know more about the real people behind Robson Laidler Wealth.  So, here is our series of ‘Getting to Know You’ where we focus on a different staff member each month  and ask them 10 […]

Pensions Awareness Day – All you need to know

Pension Awareness Day takes place annually on September 15 with the aim to alert the nation that they need to save more for their retirement.   So what do you need to be aware of exactly? Here’s some tips from Chartered Financial Planner Amanda Cowie director at  RL Wealth:   Pensions are […]

When should I start planning my retirement?

Whether you are a busy professional, medic or business owner, the simple answer to the question, “when should I start planning my retirement?” is – now! It’s never too early. If you organise your life now you will minimise stress for yourself and your family in future.   Holiday season […]

Parents financial planning for university

If your offspring are flying the nest next month to university you’ve probably got mixed feelings. You may feel happy for them but wondering if you’ll feel bereft/glad that you won’t be getting woken up at 3am when they come home from the nightclub.   You’ve probably also done most […]

Emma excels into financial planning role

Robson Laidler Wealth is moving forward with a senior financial planning promotion and a raft of new appointments as it continues to grow.   The financial planning firm has seen a 14% increase in turnover in its last financial year and is set to growth by a further 10% this […]

Business owners – how to prioritise your personal plans

We’ve met lots of business owners recently who are still working hard well into their 60’s.  This is typically because they love what they do.  But also it’s because they haven’t had a chance to consider making plans.  They are too busy!   So, why should you take your foot […]

How can I look after my employees’ financial wellbeing?

In these tricky times, how do you as an employer remain profitable whilst trying to look after the wellbeing of your employees? Many employers ask us what an acceptable level of employee benefits is and of course this has to fit within their budget.   The pension Since around 2012, […]

Financial Planning for GPs

GPs need to focus on their future financial planning just like the rest of us. Most GPs we talk to are working long hours in addition to patients with Covid, they are dealing with the fall out of long Covid, mental health issues exacerbated by the pandemic and also those […]

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