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Robson Laidler Accountants
When it counts

Why choose us

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.
The difference

Advice you can truly rely on

Choosing a financial planner is a big decision. You need to feel confident not only in the advice you receive, but also in the people giving it. That’s why we’ve built our service around professionalism, trust, and doing the right thing for every client we work with.

As Chartered Financial Planners, we’ve made a public commitment to upholding the highest standards of technical expertise and client care. This mark of quality is one that sets us apart, but it’s only part of the story. What really matters is how we apply that knowledge to help you make better decisions about your money and your future. See more reasons to choose us below.

Proven trust

Clients who think of us like family

Watch the video testimonials throughout this site, or read our reviews on Google and VouchedFor, and you’ll get a sense of how clients just like you consider us. And we like to think we know why.

Our honesty is the reason clients feel they can refer us to their children or call us for a chat. That’s the personal touch. And it’s what we strive to offer to everyone, everyday.

Always personal

A small team, an outsized difference

Our team is deliberately close-knit. That means every client has an adviser who knows their circumstances inside out, with support staff behind them who are the same.

With us, calls are answered, emails are returned, and nothing falls through the cracks. You’ll never feel like a number here, because to us, you never will be.

The big picture

Tax and wealth planning together

Since we’re the sister company to Robson Laidler Accountants, we offer something few financial planners can. When your financial needs touch on tax, business structure, or indeed accountancy, our colleagues are right on hand.

It’s the kind of joined-up advice that saves you time, money, and no small amount of stress.

Truly independent

Planning first, products second

Our independent status means our advice is never shaped by sales targets or third-party incentives. Using sophisticated cashflow modelling software, we build your plan around your life and your goals.

Products come later, and only those that serve your needs. In our view, it’s just a better way to do financial planning. And our growing number of satisfied clients seem to agree.

Our clients speak

They’ve been in your shoes

Hear from real clients as they explain what it’s been like to work with us, and the positive outcomes they’ve seen as a result.

Stories shared
Helpful, informative

Blogs and news

Better finances come from wiser decisions. So, we share our wisdom freely to help boost your money know-how.

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It all starts here

When you’re ready to transform your life through financial planning, why wait? Reach out to us 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.

    Newcastle Durham Teesside

    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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