Robertson Baxter Independent Financial Advice
Robertson Baxter is an independent financial planning firm based in Yorkshire. Established in 2007, the firm provides financial advice to individuals and families, focusing on helping clients achieve their long-term financial goals through a tailored approach.
- Investment management
- Independent financial advice
- Financial planning for retirement
- Advice for institutions and trusts
Locations
Digital Popularity
Social Media
LinkedIn430 Followers
Competitors
True Potential Wealth Management provides expert financial advice and wealth management services tailored to individual client needs.
Philpott Financial is a financial planning firm that offers tailored, independent advice to help clients navigate their financial futures.
Company Details
Robertson Baxter Independent Financial Advice is operated by Robertson Baxter Limited and is a Active company incorporated on 15 June 2006 with the registered office located in Huddersfield, West Yorkshire. Robertson Baxter Limited was registered 19 years ago.
Status
Active
Size
Micro
Directors
8
Age
19 years old
Employees
20
Turnover
Unreported
Total Assets
£524.32K
Cash in Bank
£135.61K
Total Liabilities
-£340.4K
Teams
14
7
6
5
4
1
Founder | Executive Director • Joined Apr 2007
Chief Executive Officer • Joined Apr 2007
Non Executive Director • Joined Mar 2022
Partner • Joined Oct 2009
Technical Manager • Joined Aug 2023
Director Of Financial Planning • Joined Feb 2023
Director Of People And Operations • Joined Feb 2023
Business Support Administrator • Joined Sep 2023
Paraplanner • Joined Jul 2023
Chartered Financial Planner • Joined Nov 2021
Director Of Financial Planning • Joined Feb 2023
Paraplanner • Joined Jul 2023
Chartered Financial Planner • Joined Nov 2021
Trainee Financial Planner • Joined Oct 2023
Independent Financial Adviser • Joined Apr 2019
Paraplanner • Joined Apr 2018
Chartered Financial Planner • Joined Jan 2022
Founder | Executive Director • Joined Apr 2007
Chief Executive Officer • Joined Apr 2007
Technical Manager • Joined Aug 2023
Director Of Financial Planning • Joined Feb 2023
Director Of People And Operations • Joined Feb 2023
Founder | Executive Director • Joined Apr 2007
Chief Executive Officer • Joined Apr 2007
Non Executive Director • Joined Mar 2022
Director Of People And Operations • Joined Feb 2023
Partner • Joined Oct 2009
Paraplanner • Joined Jul 2023
Chartered Financial Planner • Joined Nov 2021
Independent Financial Adviser • Joined Apr 2019
Paraplanner • Joined Apr 2018
Chartered Financial Planner • Joined Jan 2022
Business Support Administrator • Joined Sep 2023
View 14 members