Our approach
Every financial situation is unique, so our solutions are too. We provide bespoke, coordinated financial advice that’s truly independent – and because your world is constantly changing, we continually review our strategy to make sure it’s working for you.
It’s called our FULL CIRCLE APPROACH, and it’s what makes us different.
listen
analyse
advise
implement
review
Our fee philosophy
We know that fees are an important factor for people who are considering financial advice. We never charge for an initial meeting – it’s our chance to get to know each other and understand the value we can add.
Transparency is a key part of building trust in a relationship, so we ensure there are no unwelcome surprises. We’ll always be up front about our charges and when they need to be paid.
Registered in England & Wales number: 5847483 | VAT Registration Number: 159 4227 91
Robertson Baxter Limited is directly authorised and regulated by the Financial Conduct Authority (FCA). FCA Registration Number: 462209
Guidance and advice is subject to the UK regulatory regime and is therefore restricted to consumers based in the UK.
The Financial Ombudsman Service is available to sort out individual complaints that clients and financial services businesses are not able to resolve themselves. To contact the Financial Ombudsman Service please visit www.financial-ombudsman.org.uk.
Production
