Robson Laidler Financial Planning Ltd was established in 2005 to provide a financial planning and advice service to a wide range of customers.  Our typical clients include business owners and professionals.

We are authorised and regulated by the Financial Services Authority.

Our business is led by Neil Cowie who has been an IFA for over 10 years.  Neil is one of the few professional advisers in the UK to be awarded Chartered Financial Planning status and he is a member of both the Personal Finance Society and Institute of Financial Planning.

Our role is to provide impartial and objective advice in order to help our clients achieve their lifestyle aims.  We do not make decisions for clients but rather assist the decision making process by providing education and motivation to allow clients to take the right action at the right time to help them get to where they want to be financially.
 

Our principle service is professional advice and we regard financial services products as merely tools in the financial planning process.  In some cases the purchase of an additional financial product will not be appropriate as the best advice may be to repay a debt or keep cash in a savings account for example.  We will not recommend a product where this does not help our clients achieve their objectives.   We believe in fully transparent client charges and will agree the cost of our service with our clients before we begin any work on their behalf.  This way all clients know what they can expect to receive and what the cost will be.  Where a client chooses to purchase a financial product via Robson Laidler Financial Planning they can elect to either pay our fee directly or offset our fee (partially or in full) using commission payable by the recommended product provider.