Tag Archives: wills

Personal Finances and Covid-19

planning

Although government advice is geared towards business, we are of course aware that this unprecedented time is equally disruptive for our private clients. We will strive to give clients the same standard of service excellence as usual, albeit utilising remote access technology and internet telephony (VoIP) such as Facetime, Skype, […]

Later life planning – a demographic necessity

Later life financial planning

As a recent report from the Office of National Statistics highlights that we are living much longer than previous generations, it is becoming increasingly more important to get later life planning in place. The fastest growing age group is those aged 85 or over and this is expected to double over […]

Amanda gains much sought after later life accreditation

Amanda Cowie gains accreditation

Robson Laidler Wealth Director Amanda Cowie has recently received an accreditation from the Society of Later Life Advisers (SOLLA).  There are only three other Independent Financial Advisers in Northumberland and Tyne & Wear who hold this. The Later Life Advisers Accreditation has now become established as the industry standard of […]