Robson Laidler Financial Planning

At Robson Laidler Financial Planning we believe that professional financial planning advice can add significant value to individuals and businesses. It is because of this belief that we provide a comprehensive range of services designed to create real value for our clients.

As your partner in building wealth and security, we focus on ways that we can help you to live the life that you want to live. By engaging Robson Laidler Financial Planning you assure yourself of regular financial checkups if required and access to new ideas brought to you by the Robson Laidler Financial Planning team. Choosing a financial partner is one of the most important decisions you will ever make. We hope that we can earn the right to work with you in the future.

Services include:

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Lifestyle Cashflow Modelling Service	Designed to illustrate your wealth now and in the future Helps you to answer the question - "have I got enough?"

Portfolio Construction Service	Using Modern Portfolio Theory Design of a suitable asset allocation Choice of appropriate tax wrapper

Portfolio Management Service	Online access to portfolio valuations Portfolio monitoring and review Re-weighting of asset allocation to benchmark Written portfolio valuations on request

Pensions Service	Analysis of any existing provision Target funding illustrations Pensions consolidation Property purchase using SIPP / SSAS

Protection Service	Identifying shortfalls on premature death or disability Designing a protection plan Implementing the protection plan

Estate Planning Service	Identify potential IHT liability Work with other professionals Using trusts

Tax Planning Service	In conjunction with your accountant Identify and utilise allowances

Second Opinion Service	Consider ideas from any source

The Financial Services Authority does not regulate taxation advice and trusts

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