Qualifications
About Helen
Helen has been a team member at Robertson Baxter since 2010. In her current role, she manages and oversees all of our client paperwork and transactions. Helen is also responsible for planning, researching and preparing client interviews.
When she’s not busy working, Helen is kept busy by her son, Dexter. She also enjoys taking nice walks with her dog, Sonny and spending time on the family farm.
Helen has been shortlisted as a finalist for Role Model of the Year (small / medium firms) in the Professional Adviser Women in Financial Advice Awards 2022. She was also a finalist in 3 categories for the Professional Adviser Women in Financial Advice Awards in 2021 – Team Leader of the Year, In-house Adviser Support and Role Model of the Year (small / medium firms). Congratulations to Helen, a great achievement to be a finalist in so many categories!
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
Helen 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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