Robertson Baxter Limited

Independent Financial Adviser Robertson Baxter Ltd, Beck House, 1 Abbey Road, Shepley, West Yorkshire, Huddersfield, HD8 8EP
First meeting at adviser's own cost
Response rating
10 /10
FCA verified
12th August 2019
Our full circle approach begins with understanding where you’re coming from and where you want to go
We can advise you on
    • Annuity purchase
    • Pension consolidation
    • Pension drawdown
    • Pensions review
    • Pensions transfer
    • Wealth management
    • Ethical investments
    • ISAs
    • Investing for income
    • OEICs
    • Lump sum
    • Regular savings
    • Life insurance
    • Capital gains tax
    • Estate planning
    • Income tax
    • Group pensions
Meet our advisers
Stephen Baxter LLB (Hons) Dip PFS Cert PFS (DM)
Joint Managing Director & Independent Financial Adviser
Simon Shorthouse DIP PFS ACIB
Associate Director & Independent Financial Adviser
Gillian Shirt
Independent Financial Adviser
Antony Barton
Independent Financial Adviser
What our clients say
We wanted unbiased independent advice, free from direct commission from providers. We have been advised by Greg Robertson for the past seven years. Through his help we have managed our finances in a way that has permitted our early retirement, at a time when most people our age (late 50's) were experiencing significant obstacles to retirement. We have also been able to help our daughter financially, following his advice. Yes. we feel that our finances are now well consolidated and efficiently managed to maximise their potential. Hard to find anything that may have been better managed.
D Longfield, Huddersfield
"I have been impressed with Robertson Baxter right from the start of our relationship. They invested time getting to know me, and understanding my financial aspirations. They always deliver an efficient and professional service. They took the hard work out of transitioning my existing portfolio and offered a tailored investment service. The ‘Enable’ platform that Robertson Baxter offers is great. It’s simple to use and gives me an up-to-date summary of my investment portfolio."
Paul Davies, Partner National firm of accountants, Leeds
"Stephen carried out a full risk profile, which enabled him to give clear and concise recommendations regarding the level of risk we should undertake with our investment. These agreed parameters are regularly reviewed and monitored to ensure the best level of performance. Stephen carries out regular review meetings to a highly professional standard; we have been most impressed with the benchmarking service offered together with the his personal care and attention to detail, which ensures we are fully confident in the level of knowledge and advice given."
Educational Charity – West Yorkshire, Wakefield
"A consistently professional and efficient service with access to first-class fund managers; I have no hesitation in recommending Robertson Baxter to private and business clients alike. Their knowledge of the market is excellent and always current. You can be assured that your clients are being looked after by one of the best."
Anthony May, Partner Chadwick Lawrence Solicitors, Huddersfield
"I chair a charity endowment fund, and Stephen has been very thorough in helping us to design our investment practices so as to meet the highest standards of transparency, separating strategic advice completely from investment management, ensuring that we establish and regularly review our risk profile, and assisting our investment committee to track and evaluate performance. I can think of no area of his service to us where we could expect better performance or indeed better value for money."
Sir John Harman - One Community Foundation Limited, Huddersfield
"I have been a client since 2008, since myself and my husband retired. Unlike other financial adviser firms, Robertson Baxter knows who you are, what you want and do everything in their power to achieve it. My last five years with Robertson Baxter have been very profitable and very reassuring. They have taken great care of me and my financial matters. If you are considering appointing a financial adviser then you tend to be wary. This firm has probity and integrity and I would highly recommend them."
P Hanley CBE, Huddersfield
"Very clear explanations of the options with details of how the schemes work. Will also listen to my suggestions and give a balanced view. Their recommendations are just that....listen to any queries and concerns and allows me, with guidance, to make the final decision having considered the facts. Has access to a broad range of experts and has allowed me to make a Will, simplify and consolidate my pension plans and investments, set up a Trust for my handicapped son and devise an inheritance tax plan."
D Oldfield, Huddersfield
Where to find us

Robertson Baxter Ltd, Beck House, 1 Abbey Road, Shepley, West Yorkshire, Huddersfield, HD8 8EP

Make an enquiry
About us

At Robertson Baxter, we’re proud that our financial advice is truly independent.

Because we are not tied to any financial institution we explore the whole market on your behalf without restriction, giving us the freedom to put together an unbiased, truly bespoke portfolio that meets your needs.

Our services

We begin by listening to you. At a free consultation tell us your long term plans and outline what your priorities are in the long and short term. With a full understanding of your situation and goals we analyse the market. We create a financial strategy for you by handpicking the best financial options to enable you to reach your goals. With your strategy in place, we execute the plan, working hard to make sure your money’s performing properly and as effectively as possible. Giving industry-leading advice and getting great results, our exceptional level of customer care sets us apart

Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£250,000
Minimum pension value
£250,000
Compliance

Working in a regulated industry means that there are certain things we must do and it goes without saying that we meet these statutory obligations. But we view these as the bare minimum.

What’s different about Robertson Baxter is the level of customer care that our clients each receive. Our Client Charter sets out clearly the way in which we will support and manage our clients, from the very first time that we meet them, and every day thereafter.

It’s simple really. Our ethos is to provide the kind of service we’d like to receive ourselves; and we have very high standards!

At Robertson Baxter, we’ve always been proud to be independent – in every sense of the word. We’re not (and have never been) tied to any single financial institution, but rather can explore the market without restriction on your behalf. This in turn gives us the freedom to put together an unbiased, truly bespoke portfolio that precisely meets your needs. It’s this independence of thought that our clients value highly.

We’ll always give you an exemplary level of attention. We’ll listen, taking the time to answer any questions you might have, making the complex as simple as possible. Most importantly, you’ll recognise our values in everything we do. This means that you will always find our service to be professional, reliable, proactive, honest and trustworthy.

We’re proud of our impartiality and know that this will always help us deliver the best outcomes for you.

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