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 .
88% of people in our recent survey believe working with us has had a positive and meaningful impact on their lives.
96% of clients would recommend us to their family and friends
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
The three qualities that draw me to new people are
Humour, engaging, enjoys a good beer/wine
My pet peeve is
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