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.
Director of Financial Planning
Financial Planner
Chartered Financial Planner
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.
Client Services Manager
Senior Client Services Administrator
Client Services Administrator
Technical
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.
Technical Team Leader
Chartered Paraplanner
Paraplanner
Trainee Financial 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.
Financial Controller
Business Support Administrator
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.
Chief Executive Officer
Executive Director
Managing Director
Non-Executive Director
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.
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