About the company
Robson Laidler Wealth is a trading name of Robson Laidler Financial Planning Ltd. Robson Laidler Financial Planning Limited is authorised and regulated by the Financial Conduct Authority. Robson Laidler Wealth was founded in Newcastle and is part of the wider Robson Laidler group. It holds Chartered Financial Planners status and B Corp Certification. The firm serves clients in Newcastle, Durham and Teesside.
Neil Cowie is a Director and Chartered Financial Planner. Amanda Cowie is a Director and Chartered Financial Planner. Aaron Hadfield is a Chartered Financial Planner. Hannah Witty is an Associate Director and Chartered Financial Planner. James McMurray is a Paraplanner. Jen Gilroy is a Senior Administrator and Trainee Paraplanner. Robson Laidler Wealth provides financial planning services.
What customers say
Based on genuine customer reviews
Reviews
Reviews are taken from publicly available sources.
Robson Laidler Wealth have been our financial planning partner for 20 years and over that time, have consistently given us tailored, good advice to help plan for our retirement. Reliable and Trustworthy, as well as delivering good investment returns over that period, I have no hesitation in recommending them to families and individuals who want to create a secure financial future in their retirement.
I first came across Robson Laidler over 20 years ago when they were Accountants for the small company I joined and became a co Director. We had many meetings with Eddie Constable and his team and found the information provided very beneficial to the successful running of our Company. We also met Neil Cowie who was part of Robson Laidler Financial Planning and he offered us advice on our private Company Pensions , investments , etc. Since my retirement 12 years ago my wife and I still use Neil and his team (now Robson Laidler Wealth) to manage our Private Pensions and savings funds. We have an annual meeting with Neil to discuss the previous years investments and the way ahead for our "medium to low risk" plans. I would have no hesitation in recommending Robson Laidler/Robson Laidler Wealth as being an honest and reliable Company. Mick Mabon.
Have been a client of Robson Laidler Wealth for many years and they have always been a reliable and trustworthy source of financial advice. Would definitely recommend them without hesitation.
We have been working with Robson Laidler for many years now and have always found them to be an amazing company to work with on our Pensions or other investments
I’ve always found the financial advice sound and helpful in planning for the future. Time is taken to reassure and help you understand how to use your money for investment and spending. They are happy to answer questions between reviews. Basically safe sound hands.
Have been with Robson Laidler Wealth for many years and can say I have never had bad service . Neil Cowie and his team always have excellent advice and guidance
I have been a client with Robson Laidler for over 15 years. The accountancy practice has handled my accounts from my self employed business very efficiently. I am also a client with the Wealth Management team and Neil Cowie and the team provide an excellent all round service.
Financial advisers in Newcastle upon Tyne compared
Ordered by rating, weighted by the number of reviews — businesses with only a handful of reviews do not jump to the top automatically. 7 businesses in this category in Newcastle upon Tyne are compared.
| Rank | Provider | Rating | Reviews | Open Sat. |
|---|---|---|---|---|
| 1 | ROBINSON FINANCIAL CAREERS | ★ 5,0 | 25 | Yes |
| 2 | Robson Laidler Wealth (this page) | ★ 5,0 | 22 | No |
| 3 | Grey Street Wealth Ltd | ★ 5,0 | 20 | No |
| 4 | Newcastle Financial Planning Ltd | ★ 5,0 | 15 | No |
| 5 | Shackleton. Britain's financial adviser - Newcastle | ★ 5,0 | 6 | No |