Robson Laidler Wealth
Robson Laidler Wealth is Chartered Financial Planning firm based in Newcastle upon Tyne. We specialise in providing financial planning and wealth management advice to business owners, medical professionals and retired individuals with investments. We believe in the benefits of planning before products and we work together with our clients to create dynamic financial plans which can help them see the how they can achieves their lifestyle objectives. We are skilled at translating clients ideas and concerns about their finances into an effective action plan. This builds the confidence to achieve the lifestyle clients want without fear of running out of money. We answer these sorts of questions: When can I afford to retire, Can I maintain and enhance my lifestyle in the future? How can I pass on my wealth to my loved ones, How do I best use the savings and investments I have?
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Decision-makers and verified team members
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- AC
Amanda Cowie
Director · General Business & Management
EmailPhone - NC
Neil Cowie
Director · General Business & Management
EmailPhone - EP
Emma Purvis
Financial Planner · Finance & Accounting
EmailPhone - JM
James McMurray
Paraplanner · Finance & Accounting
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Top roles at Robson Laidler Wealth
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- 1paraplanner
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