Qualifications
About Ben
Ben began his financial career in 2017; as a Paraplanner for 5 years and Mortgage and Protection Adviser for 3 years. Ben made the move to Robertson Baxter in August 2023 as Technical Team Leader. In his role Ben works closely with our advisers and the Client Services Team to provide technical support, undertake detailed research and analysis and create bespoke financial planning reports for our clients. Ben is also responsible for the day-to-day management of his team and their workload.
In his spare time, Ben loves hiking and the outdoors; he has done most of the big peaks and trails in England and Wales. Ben also enjoys playing squash on the weekend with his partner and entering the annual giant pumpkin growing competition in which he came 4th in October 2022!
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
Ben in the spotlight
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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