Barney Wood

Trainee Financial Adviser

About Barney

Barney has been in Financial Services for over 7 years and has been at Robertson Baxter since April 2021. He started his career in a compliance role and has gone through the financial services process to understand the workings of the industry before joining Robertson Baxter as a Paraplanner in 2021.

Having worked as a paraplanner for two years and gaining a full understanding of the financial planning process, Barney moved over to the adviser team in October 2023 as a Trainee Adviser where he is developing his knowledge and skills to advise clients on investments, pensions, tax planning, estate planning and protection.

Barney is originally from Huddersfield and enjoys spending time with his family. He is a big football and Liverpool fan, as well as following Huddersfield Giants home and away. Barney spends his weekends playing football for a local team, watching basketball and socialising with friends.

What others say about Robertson Baxter

In our recent survey 100% of clients view us as their trusted advisers for their financial affairs .

A client in West Yorkshire

88% of people in our recent survey believe working with us has had a positive and meaningful impact on their lives.

A client in West Yorkshire

96% of clients would recommend us to their family and friends

A client in West Yorkshire

Barney in the spotlight

My favourite holiday destination is

One with activities, good food and new things to see

My favourite song to play in the car is

Anything by Mumford and Sons or Arctic Monkeys

If I could be any fictional character, I would be

Captain Jack Sparrow

When the dessert menu arrives, I’m looking for

Cheesecake

The three qualities that draw me to new people are

Humour, engaging, enjoys a good beer/wine

My pet peeve is

Noisy eaters

The best gift I’ve ever received is

Weekend at a lakeside lodge with a hot tub

The three people at my dream dinner party would be

Kevin Hart, Jurgen Klopp, Will Ferrell

The three small things that make my day better are

My three little cousins

Three things I haven’t done so far include

Sky diving, swimming with sharks, visiting Australia

If I could turn any activity into an Olympic Sport, I would win a medal in

Catching food in my mouth

Three things I haven't done so far include

Sky diving, going to an NRL Grand Final, visiting Australia