Robertson Baxter Limited

Independent Financial Adviser  Robertson Baxter Ltd, West Yorkshire, Huddersfield, HD8 8EP
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FCA authorised
Last authorised 3rd May 2021
Our full circle approach begins with understanding where you’re coming from and where you want to go
We can advise you on
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Annuity purchase
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Pension consolidation
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Pension drawdown
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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OEICs
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Offshore investments
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Life insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Corporate pension
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Group Pension/Stakeholder
Meet our advisers
MR Antony Barton
Independent Financial Adviser
MRS Gillian Shirt
Independent Financial Adviser
MR Stephen Baxter LLB (Hons) Dip PFS Cert PFS (DM)
Joint Managing Director & Independent Financial Adviser
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

Preferred clients
Minimum wealth (income/assets)
£250,000
Minimum pension value
£250,000
Minimum mortgage value
£0
Advice methods
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    Telephone
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    Online (Live chat, video, email)
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    Face to face

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

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