Coping with the unexpected – what price peace of mind?
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 […]
ESG investing – a new normal?
Over the last year we have been having more conversations around ESG investing – where fund priorities are based on environmental, social, and governance issues. There has always been a small number of individuals who have specifically mentioned that they wish for a particular area to be excluded from their […]
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 […]
Robson Laidler Wealth – Coronavirus Update
I hope you and your family are coping well with the government restrictions and remain safe and healthy. Many of you may be isolated at home while for others you are facing difficulties in continuing to run your business. Capacity We want to offer any appropriate support whatever your current […]
We are well prepared to continue providing a service to you…
You will all no doubt be aware of the current situation across the world in relation to the ‘Coronavirus’ and the impact it is having upon different countries and the steps that are being put in place to deal with this risk. We are very fortunate as a business […]
Budget 2020 – Personal Finance Summary
The new chancellor has just sat down after delivering his first budget statement. The issue of the government’s response to coronavirus dominated the first part of his speech. Of more interest to us and our clients were the measures that directly affect personal finances. Our summary of the key issues: […]
Danielle’s wealth of knowledge makes her the perfect appointment
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 […]
What does the Coronavirus mean for investors?
Since the start of the year news headlines have heavily featured the outbreak of the coronavirus in China. The virus has had the effect of stopping flights, slowing trade and prompted the building of a new hospital in record time. Epidemics like this can quickly unnerve investors and potentially affect […]
Financial planning in the North East – fail to plan, plan to fail
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
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 […]