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Robson Laidler Accountants

Independent financial adviser in Newcastle

Chartered Financial Planners

Chartered Financial Planners have made a joint public commitment with the CII to deliver the highest standards of professionalism, and then placed a public badge on that commitment. The Chartered badge proudly tells you when a professional has made a public commitment to putting you first. The badge says it all.
Expert advice

Helping the people of Newcastle upon Tyne discover what’s possible

Robson Laidler Wealth is one of Newcastle’s most established independent financial planning firms, offering whole-of-market advice to individuals, families, and business owners across Newcastle upon Tyne and the wider North East. Based in Jesmond, our team of Chartered Financial Planners brings together decades of experience across pension planning, retirement planning, investment advice, Inheritance Tax planning, and estate planning. All of it is delivered without bias, without jargon, and in your best interests.

We hold Chartered status, the gold standard in financial planning, and our close ties to Robson Laidler Accountants mean we offer a level of joined-up financial expertise that’s genuinely hard to find elsewhere in Newcastle. Whatever your goals, we’re here to help you make the most of your money and your life.

Business owners

Financial planning built around your business

Running a business in Newcastle or the wider North East brings unique financial complexity and a unique opportunity. From pension planning and tax-efficient profit extraction to exit strategies and succession planning, the financial decisions you make as a business owner have far-reaching consequences for your personal wealth. Our independent financial advisers in Newcastle specialise in helping business owners take control of their long-term financial future, working closely alongside our colleagues at Robson Laidler Accountants to ensure your personal and business finances are always pulling in the same direction.

Whether you’re a company director or preparing for a business sale, we’ll build a bespoke financial plan around your goals and circumstances – giving you the ability to look forward with confidence.

Retirement planning

Helping Newcastle clients enjoy the retirement they deserve

For many people across Newcastle and the surrounding area, retirement planning is the most important financial journey they’ll ever make. Whether you’re approaching retirement, already retired, or simply starting to think about life after work, expert independent financial advice can make a profound difference. Our Chartered Financial Planners use sophisticated cashflow modelling to show you exactly what your financial future could look like. That might include how much you can spend, how long your money will last, and how to make the most of your retirement years.

From pension consolidation and drawdown planning to investment management and later life advice, we offer comprehensive retirement planning in Newcastle that puts your lifestyle and goals first.

Legacy planning

Passing on your wealth the right way

Inheritance Tax planning is one of the most valuable – and overlooked – areas of financial planning for people in Newcastle and across the North East. If you’ve worked hard to build your wealth, you want as much of it as possible to reach the people you love, rather than being lost to avoidable tax. Our independent financial advisers in Newcastle will review your estate, explain your options clearly, and put a plan in place that protects your wealth for the next generation.

From gifting strategies and trust planning to Lasting Powers of Attorney and will reviews, we’ll help ensure your wishes are carried out, and your loved ones are taken care of.

A deeper dive

Your questions, answered

If you’re looking for an independent financial adviser in Newcastle, you likely have questions. We’ve answered the most common ones below. If yours isn’t here, our friendly team is always happy to talk.

What does an independent financial adviser in Newcastle do?

An independent financial adviser provides personalised advice covering pension planning, retirement planning, investment advice, Inheritance Tax planning, and estate planning. Unlike restricted advisers, independent firms like Robson Laidler Wealth search the whole of the market, meaning the advice you receive is always driven by what’s right for you – never by third-party ties or product incentives.

Why choose a Chartered Financial Planner in Newcastle?

Chartered status is the highest professional accreditation in financial planning, awarded by the Chartered Insurance Institute to those who meet rigorous standards of technical knowledge and ethics. Choosing a Chartered Financial Planner in Newcastle means your adviser has made a public commitment to putting your interests first – and has the qualifications to back it up.

How do I arrange an initial meeting with a financial adviser in Newcastle?

Simply get in touch by phone or via the enquiry form on this page. We’ll start with a conversation to understand what you’re looking for and whether our service is a good fit. There’s no obligation and no charge for an initial meeting – just an honest chat about your circumstances and how we might help.

It all starts here

When you’re ready to transform your life through financial planning, why wait? Reach out to our Newcastle team today to arrange a no-obligation initial chat about your circumstances.

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    Robson Laidler Financial Planning Ltd t/a Robson Laidler Wealth. Registered office: Fernwood House, Fernwood Road, Jesmond, Newcastle upon Tyne, NE2 1TJ. Robson Laidler Financial Planning Limited is authorised and regulated by the Financial Conduct Authority. FCA Registration number 458879. Registered in England and Wales. Company number: 05395046.

    Past performance is not necessarily a guide to future performance. The value of investments, and the income arising from them, can go down as well as up, and are not guaranteed, which means that an investor may get back less than they invested.

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    Robson Laidler Accountants
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    Chartered Financial Planners

    Chartered Financial Planners have made a joint public commitment with the CII to deliver the highest standards of professionalism, and then placed a public badge on that commitment. The Chartered badge proudly tells you when a professional has made a public commitment to putting you first. The badge says it all.
    Robson Laidler Wealth
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