“Set me up very well for later life”

I have been with Robson Laidler for more than a decade now and have benefited greatly from Neil Cowie’s advice. At the beginning, I knew that my financial circumstances were going to change fairly soon as a result of inheritance. I had no experience in dealing with large sums of money and it was important to me I made the most of anything I inherited. I needed help in respect of long-term investments and pensions. Neil was of great assistance to me in both these areas. He grasped at once that I wanted sound long-term vehicles rather than a quick buck and that future income was going to be more important to me than immediate large capital sums. Ten years on, and now retired, I can say that the plans Neil put in place for me look to have set me up very well for later life. Without the support I have had from Robson Laidler I would have had no idea what to do.

– David Saunders, Jesmond, Newcastle

“They make complex jargon simple.”

Having left the Royal Navy and moving straight to a large corporation my pension needs and advice were previously minimal. However, going self employed it’s a very different story. I quickly realised, I needed help and didn’t have time or resources to spend getting myself up to speed on legislation and the vast amount of pensions available. I needed someone ( a company) who gets me, my situation, my company’s needs and most importantly who I can have a working relationship with. With that in mind, I find Robson Laidler Wealth offered me this in bucket loads. They make the complex jargon simple. They inform you when needed and don’t sell. They are there when needed. This freed up my time, allowing me to concentrate on my Company. It makes me feel comfortable, as I know when advice is given it’s informative, in plain English, not biased and dangers are highlighted…it is fact. So when you ultimately make a decision it’s the best advice, always with a caveat that nothing is guaranteed but with Robson Laidler Wealth you have a better chance.

– John G Hogg, Funeral Director

“Honest and realistic views.”

I decided I needed financial advice over fifteen years ago so l could plan my retirement and plan for the future. I wanted an experienced professional at the helm that l fully trusted and understood my circumstances and had honest and realistic views on what was achievable. Neil Cowie was excellent in the management of my Pension portfolio and working out the income l would require to live on. He also set up a solid safe platform for my investments, together with good advice on possible inheritance tax implications. His continued management is enabling me to enjoy a wonderful retirement with the comfort and security that our family finances are in such trusted hands.

– James Robinson, Gosforth, Newcastle upon Tyne

“Accessible, responsive, and quick to advise.”

I have been a client of Robson Laidler for a number of years and value the help, expertise and skill that they apply to my finances. As an architect, I am constantly advising clients that good advice is worth every penny and will save you time, energy and cost. I therefore only use professionals that follow the same principles when I need expert advice myself.
Amanda Cowie and her team allow me to work hard in my career and have the confidence to support me with up to date financial assistance across the spectrum of personal and business investments. They are accessible, responsive and quick to advise whenever I call. No question is too small and that gives me a huge reassurance.

-Neil Turner, Director, Howarth Litchfield Partnership

“Helped me make informed decisions.”

I am a GP in my mid 50’s and have realised that retirement is on the horizon. Whilst I have always understood that the NHS pension is a generous one, and have made one or two other investments along the way, I am now in a position to try and tie it all together into a retirement “package”. I confess that my financial understanding has been scanty, hence the reason I contacted Amanda Cowie at Robson Laidler Wealth for some clarification of the best way forward. Amanda has spent a lot of time gathering information and working out various scenarios and options to help me make informed choices about my retirement. She has pitched it at a level that I understand and has clarified issues that I don’t. She has been quick to respond to my questions and through her patience and approachability, I feel able to trust her advice about retirement and investments in the future.

-Clare Bromly, Northumberland

“Excellent service”

I’m so thankful for RL Wealth organising the release of funds for my solicitor. I was amazed at how quickly the money came through. I can’t thank them enough for the excellent service they have given me.

-David Clayton