Barney Wood

Trainee Paraplanner

About Barney

Barney began his career in financial services in 2017 in compliance and completed level 4 diploma qualification in 2020. Barney joined Robertson Baxter in April 2021 as a trainee paraplanner.

Barney’s day-to-day duties include preparing review letters, top-ups and assisting with financial reports for clients.

At the weekend Barney, enjoys spending time with family. He is a big football and Liverpool fan, and also enjoys watching rugby league. Barney plays football for a local team, and enjoys 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

Any club classics

If I could be any fictional character, I would be

Harry Potter

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

A trip to Harry Potter World

The three people at my dream dinner party would be

Kevin Hart, Jurgen Klopp, Stan Lee

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