Greg Robertson

Chief Executive Officer

About Greg

Greg is our CEO and has spent his whole career in financial services, since joining Yorkshire Bank in 1992. Since forming Robertson Baxter in 2007 he has focused on developing and overseeing the business, providing leadership and strategic vision. He values a close relationship with clients and meets them socially outside of the review process.

In his spare time, Greg spends time on family walks. He also has a real passion for golf, playing off a respectable 2 handicap. When time allows, Greg also loves to cycle, both on and off-road.

What others say about Greg

Through Greg’s help we have managed our finances in a way that has permitted our early retirement. We have also been able to help our daughter financially, following his advice.

A client in West Yorkshire

Greg in the spotlight

On an ideal weekend, you can find me

Taking the kids to various clubs, watching junior football, playing some golf, date night and squeezing in a bike ride

My favourite holiday destination is

Abroad - Portugal – UK – Cornwall or Center Parcs actually – I still love riding the rapids and need a child with me as an excuse

My favourite song to play in the car is

Depends on my mood – if I’m a bit moody I’d go London Grammar Hey Now, More upbeat I’d go Take That – Greatest Day

The first album I bought was

BROS – PUSH 1988

If I could be any fictional character, I would be


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

Lawn Mowing

When the dessert menu arrives, I’m looking for


The three qualities that draw me to new people are

Good energy, honest, self-aware

My pet peeve is

Weetabix wrappers

The best gift I’ve ever received is


The three people at my dream dinner party would be

My Mum, Dad and Sister

The three small things that make my day better are

A hug, a laugh and a happy tear

Three things I haven’t done so far include

Take my kids to Disney, cycle coast to coast, shoot under par gross in a golf competition