Meet the team

At Robertson Baxter, our clients are looked after by a full team of experts, including their adviser, we are consultants, confidantes, life coaches, jargon-busters, family friends - the list goes on!. Get to know more about our different teams and meet the people behind the business.

Financial advisers

Our experienced team of financial advisers comprises some of the most well regarded IFAs in the industry. As well as being highly qualified (it’s a given), their diverse product knowledge and use of cutting-edge technology and investment solutions means they’re always one step ahead when it comes to providing a personalised service that our clients truly value.

Antony Barton

Director of Financial Planning

Gillian Shirt

Financial Planner

Dan Willers

Chartered Financial Planner

John Chadwick

Chartered Financial Planner

Client services

We’re proud of our world-class client service, which is driven by a passionate and talented team of support staff. Their approach is one of real collaborative spirit, ensuring each and every client has a friendly, trustworthy team at hand for the best possible experience, whatever stage of their journey they’re at.

Helen Morgan

Client Services Manager

Audrey Piechura

Senior Client Services Administrator

Lizi Grange

Client Services Administrator


Our technical team is comprised of our talented and dedicated paraplanners. They work closely with our financial advisers to provide research, produce detailed reports and support in the creation of bespoke financial plans.

Rebecca Dean


Barney Wood

Trainee Adviser

Business administration

Our administration team is responsible for running a tight ship and ensuring everything runs smoothly for our advisers and clients alike. No two days are the same in this busy department, with duties including everything from management and financial reports to matters of compliance.

Liz Townend

Financial Controller

Charlotte Slack

Business Administrator

Leadership team

Our leadership team is passionate about upholding the standards of excellence our clients and team members deserve. Together they work to ensure we consistently deliver the best possible outcomes for our clients, while pushing the business forward in terms of technological and strategic capabilities.

Greg Robertson

Chief Executive Officer

Stephen Baxter

Managing Director

Joanne Vaughan

Director of People and Operations

Ed Dymott

Non-Executive Director