Robertson Baxter

Choosing someone to look after your future financial security is a big decision. Integrity, discretion and trust are vitally important qualities in your Independent Financial Adviser. So is expertise and market awareness. At Robertson Baxter we have and can demonstrate all of these attributes. But more than that. We know that our clients need to be as happy with the way we interact with them as they are about the successes we achieve for them. So you’ll find us dynamic, forward thinking, and plain speaking. We’ll offer you truly independent advice, taking time to understand what outcomes you’d like before making any recommendations about how best to proceed. We promise we won’t baffle you with jargon and blind you with science. Rather, we’ll answer your questions in language that you’ll understand, giving you clear and accessible advice. We are proud that many of our clients have come from recommendations from friends and family members as well as from professional services firms. We have a growing portfolio under management, currently comprising funds of approaching £100 million for more than 160 families and trustees. If you’re looking for a service that's truly personal, delivered by attentive, highly-skilled and completely approachable experts then you're in the right place.

Address: The Mill, 150 Penistone Road, Shelley, Huddersfield, West Yorkshire HD8 8JQ, United Kingdom

Phone: +44 1484 608 095
FAX: +44 1484 605 321