Robertson Baxter Limited
9th December 2019
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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Pensions & retirement
- Annuity purchase
- Pension consolidation
- Pension drawdown
- Pensions & retirement planning
- Pensions review
- Pensions transfer
- SIPPs
- Stakeholder
-
Financial planning
- Wealth management
-
Investments
- Ethical investments
- ISA / Unit Trusts / OEICs
- Investing for income
- OEICs
- Offshore investments
- Unit trusts
-
Savings
- Lump sum
- National savings
- Regular savings
- Savings for children
- School fees planning
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Insurance & protection
- Life insurance
-
Tax & trust planning
- Capital gains tax
- Estate planning
- Income tax
- Taxation planning
-
Business
- Corporate pension
- Group Pension/Stakeholder
Meet our advisers
Simon Shorthouse DIP PFS ACIB
Associate Director & Independent Financial Adviser
Qualifications & Accreditations
ACIBS - Associate of the Chartered Institute of Bankers in Scotland (CIOBS)
This qualification assesses the knowledge and skills to enhance the career and promotion prospects of those aspiring to middle and senior management positions.
G10 - Taxation and Trusts (CII)
This examination assessed a knowledge and understanding of the UK tax system, the law and practice of trusts, but also an ability to advise individual clients on the tax treatment of their investments and the use of trusts to meet their current and foreseeable future needs.
CeMAP - Certificate in Mortgage Advice and Practice (LIBF)
This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.
Dip PFS - Personal Finance Society Diploma (PFS)
To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.
G20 - Personal Investment Planning (CII)
This examination assessed a knowledge and understanding of investments and an ability to advise individual clients on the construction of investment portfolios to meet both their current and foreseeable future needs.
G30 - Business Financial Planning (CII)
This examination demonstrated that the individual has a knowledge and understanding of all financial planning aspects of running a business and an ability to advise clients appropriately.
J10 - Discretionary Investment Management (CII)
At the end of this unit candidates should be able to analyse and apply financial information and portfolio management skills
FP1 - Financial services and their regulation (CII)
This exam accesses understanding of the financial services and their regulation.
FP2 - Protection, savings and investment products (CII)
This exam accesses understanding of protection, savings and investment products.
Antony Barton
Independent Financial Adviser
Qualifications & Accreditations
R05 - Financial Protection (CII)
This qualification assesses a knowledge and understanding of an ability to analyse financial protection planning issues.
CeMAP - Certificate in Mortgage Advice and Practice (LIBF)
This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.
R04 - Pensions and Retirement Planning (CII)
This qualification assesses a knowledge and understanding of an ability to analyse pension and retirement planning issues.
Diploma In Financial Planning (CII)
This qualification develops advanced technical knowledge and understanding across a broad range of key advisory areas.
CeFa - Certificate for Financial Advisers
This qualification assess a knowledge and understanding of the Financial Services environment, UK Financial Services and Regulation, the principles of investment, investment products, financial protection, retirement planning and investment advice knowledge.
Gillian Shirt
Independent Financial Adviser
Qualifications & Accreditations
R02 - Investment Principles (CII)
This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.
R03 - Personal Taxation (CII)
This qualification assesses a knowledge and understanding of the UK taxation system, and the ability to analyse the taxation treatment of individuals and trusts during the investment advice process.
R06 - Financial Planning Practice (CII)
This qualification helps advisers develop and demonstrate their financial planning capabilities.
CF9 - Pensions Simplification (CII)
This examination assesses a knowledge and understanding of the Government’s simplified pension taxation regime which came into full effect on 6 April 2006 (A-Day). Eight tax regimes for pensions were reduced to one, radically affecting planning and transactions.
Dip PFS - Personal Finance Society Diploma (PFS)
To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.
ER1 - Equity Release (CII)
This examination assesses a knowledge and understanding of the different types of equity release products, risks to the consumer associated with equity release and application of suitable equity release solutions according to the circumstances of different customers.
CF6 - Certificate in Mortgage Advice (CII)
This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.
FP1 - Financial services and their regulation (CII)
This exam accesses understanding of the financial services and their regulation.
FP2 - Protection, savings and investment products (CII)
This exam accesses understanding of protection, savings and investment products.
FP3 - Identifying and satisfying client needs (CII)
This exam accesses understanding of identifying and satisfying client needs.
Stephen Baxter LLB (Hons) Dip PFS Cert PFS (DM)
Joint Managing Director & Independent Financial Adviser
Qualifications & Accreditations
R03 - Personal Taxation (CII)
This qualification assesses a knowledge and understanding of the UK taxation system, and the ability to analyse the taxation treatment of individuals and trusts during the investment advice process.
G10 - Taxation and Trusts (CII)
This examination assessed a knowledge and understanding of the UK tax system, the law and practice of trusts, but also an ability to advise individual clients on the tax treatment of their investments and the use of trusts to meet their current and foreseeable future needs.
R01 - Financial Services, Regulation and Ethics (CII)
This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.
Dip PFS - Personal Finance Society Diploma (PFS)
To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.
R04 - Pensions and Retirement Planning (CII)
This qualification assesses a knowledge and understanding of an ability to analyse pension and retirement planning issues.
G70 - Investment Portfolio Management (CII)
This qualification assessed a knowledge and understanding of portfolio investment management.
G20 - Personal Investment Planning (CII)
This examination assessed a knowledge and understanding of investments and an ability to advise individual clients on the construction of investment portfolios to meet both their current and foreseeable future needs.
CertPFS (DM) - Certificate Personal Finance Society (PFS)
To achieve the CertPFS (DM) and individual needs to pass 2 diploma units in Regulation and ethics and Discretionary Investment Management
J10 - Discretionary Investment Management (CII)
At the end of this unit candidates should be able to analyse and apply financial information and portfolio management skills
FP1 - Financial services and their regulation (CII)
This exam accesses understanding of the financial services and their regulation.
FP2 - Protection, savings and investment products (CII)
This exam accesses understanding of protection, savings and investment products.
FP3 - Identifying and satisfying client needs (CII)
This exam accesses understanding of identifying and satisfying client needs.
What our clients say
"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."
"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."
"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."
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.
"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."
"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."
"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."
Where to find us
Robertson Baxter Ltd, Beck House, 1 Abbey Road, Shepley, West Yorkshire, Huddersfield, HD8 8EP
Make an enquiryAbout 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
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