Neil Cowie

Director at Robson Laidler Wealth
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Contact Information
us****@****om
(386) 825-5501
Location
Newcastle upon Tyne, UK
Languages
  • English -

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5.0

/5.0
/ Based on 2 ratings
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Paul Smith

Neil has offered me and my business sound and stable financial advice over the last 5 years. I highly recommend him and Robson Laidler !!

Ian Miller

Neil is a extremely credible individual who develops strong relationships with his client based. His knowledge and insight mean his advise is delivered with authority and he takes the time to "translate" this into what this means in reality. Crucially, Neil is always on hand to respond to any queries and also pro-actively keeps in touch to ensure his clients feel their investments are being well managed. I would have no hesitation in recommending Neil's services.

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Experience

    • United Kingdom
    • Financial Services
    • 1 - 100 Employee
    • Director
      • Jun 2005 - Present

      Chartered Financial Planner and IFA (Independent Financial Adviser) at Robson Laidler Financial Planning Ltd Chartered Financial Planner and IFA (Independent Financial Adviser) at Robson Laidler Financial Planning Ltd

  • Gerrard Financial Planning
    • Newcastle upon Tyne, United Kingdom
    • Financial Planning Manager
      • Sep 2003 - Jun 2005

      Financial planning advice to investment clients Financial planning advice to investment clients

    • Financial Planner
      • Mar 2001 - Aug 2003

      Providing independent financial advice to a portfolio of the firm's business owner / professional clients. This work include advice in the areas of pension transfers, pension property purchase, investment management and business protection Providing independent financial advice to a portfolio of the firm's business owner / professional clients. This work include advice in the areas of pension transfers, pension property purchase, investment management and business protection

  • Royal Bank Insurance Services
    • Newcastle upon Tyne, United Kingdom
    • Independent Financial Adviser
      • Sep 1998 - Mar 2001

      Financial advice to bank customers. Financial advice to bank customers.

    • United Kingdom
    • Financial Services
    • 700 & Above Employee
    • IFA Consultant
      • Mar 1994 - Sep 1998

      My role was to promote Standard Life's products and service to a panel of IFAs based in the North East of England.

    • Account Consultant
      • 1994 - 1998

    • United Kingdom
    • Banking
    • 700 & Above Employee
    • Credit Analyst
      • Jun 1986 - Mar 1994

      Various roles in branch banking around Scotland. Latterly as a credit analyst in Credit Control (lending sanction) Various roles in branch banking around Scotland. Latterly as a credit analyst in Credit Control (lending sanction)

Education

  • Institute of Financial Planning
    Certified Financial Planner, Financial Planning
    2011 - 2011
  • Chartered Institute of Insurance
    Chartered Financial Planner, Financial Planning and Services
    2002 - 2005

Community

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