Pension Awareness Week is back and this year it’s celebrating 10 years of making a positive difference. Now is the time to get to know your pension better than ever and prepare for the future you want. Our financial planning team Robson Laidler Wealth are on hand to guide and steer […]
Tag Archives: financial planning
Blog, Pensions, Retirement, Taxable Benefits, Wealth
Financial Planning Life Stages: planning for retirement
25
Jan
Jan
In this vlog we discuss retirement planning with our model couple, Andy and Sarah to ensure they don’t run out of money. Andy and Sarah are now in their late 50s – they have a joint income of £140k, they have savings in stocks and shares and investment ISAs and […]
Blog, Family, Financial Planning, Protection, Wealth
Financial Planning Life Stages: Protection needs for a young family
12
Dec
Dec
This vlog: Financial Planning Protection Needs for a Young Family demonstrates the situation of a young family who have just bought their first home and have a small child. We model their financial situation based on the tragic event of a premature death in the family. Andy age 36, is married […]
Blog, Financial Planning, Pensions, Personal Finance, Wealth
Financial Planning Life Stages: Entering adulthood and first job
01
Nov
Nov
Chartered Financial Planners Neil and Amanda Cowie explain the benefits of financial planning through every life stage, no matter what your financial circumstances are. This vlog (Benefits of financial planning through every life stage) starts by looking at the issues affecting those who are entering adulthood and perhaps just beginning […]
Blog, Financial Planning, Later Life, Personal Finance, Property, Protection, Wealth
Paying for care, how a local authority views deprivation of assets
22
Sep
Sep
Something that comes up, a lot! Many of us know of someone in care or needing care and, from our discussions, of course individuals don’t want to see family assets disappear to cover care fees. Conversely though, paying for your own care tends to come with choice. There are […]
09
Jun
Jun
Amanda Cowie celebrates 10 years at Robson Laidler Wealth this month working as a Director and Chartered Financial Planner. Here’s some of her highlights from the past decade… You started in June 2012, is life as a financial planner been all that you expected?! Being married to a financial […]
12
Apr
Apr
The term “unprecedented times” has been used a lot over the past few years, hasn’t it? Whether it’s the global pandemic, the soaring cost of fuel and energy crisis or the more recent war in Ukraine none of us would be shamed for saying when it comes to our finances […]
09
Mar
Mar
A very good question a few of our clients have been asking recently is; “Am I invested in Russia?” You may be aware that we provide both our mainstream and ESG (you might call them ethical) portfolios. The former takes a low cost market approach and the latter has been […]
08
Mar
Mar
Right now it’s very hard to watch the news and see the suffering that is taking place in Ukraine. As wealth managers, we feel it is important to let you know our thoughts on what is going on in the financial market. For some of you the impact of the […]
Financial Planning, Healthcare, Medical, Pensions, Retirement, Wealth
NHS Pension – exit planning tips
15
Nov
Nov
In 2019 Robson Laidler Wealth wrote a blog entitled NHS Pensions – handy hints to plan your exit This has been one of our team’s most viewed blogs yet since 2019 there have been a few changes, which you should be aware of. One thing that hasn’t changed and […]