Chloe’s first role in financial services, in 2015, was a hybrid of compliance and client communications. After sitting her financial planning exams, she became increasingly involved with client work alongside her communications role, until finally making the transition to become a full-time paraplanner at Robertson Baxter in 2019.
Since then, Chloe has worked on a broad range of cases, researching and producing reports on everything from pension consolidation and retirement income planning to socially responsible investing and alternative investment schemes like VCTs and EISs.
Chloe was named Rising Star of the Year in the 2021 Yorkshire Financial Awards, a huge achievement and great recognition for all her hard work and dedication.
After studying English with Creative Writing at university, it’s no surprise that Chloe has a huge love for writing and reading. She has won a publishing competition and has had her very own non-fiction book published!
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
Chloe in the spotlight
On an ideal weekend, you can find me
Clambering up a wall somewhere, watching a play, trying not to come last in the pub quiz, curled up with a good book, enjoying wine and pizza with friends, belting out Disney songs when I think the neighbours are out.
My favourite holiday destination is
My favourite song to play in the car is
Knights of Cydonia by Muse
If I could be any fictional character, I would be
Elizabeth Harmon from The Queen’s Gambit
If I could turn any activity into an Olympic sport, I would win a medal in
When the dessert menu arrives, I’m looking for
Something with salted caramel
The three qualities that draw me to new people are
Empathy, open-mindedness, a daft sense of humour
My pet peeve is
When my headphones get violently ripped out of my ears by a rogue door handle or similar (usually when I’m already in a bad mood)
The best gift I’ve ever received is
The Little Mermaid on video (age 6)
The three people at my dream dinner party would be
Rob Brydon, Ruth Jones and Barry Cryer
The three small things that make my day better are
Sweet and salted popcorn, podcasts, doing a favour for someone
Three things I haven’t done so far include
Climbing a mountain, travelling in Asia, changing a tyre