Qualifications
About John
John began his career in Financial Services in 2003, in an office administration role. He worked his way up over time, becoming a Relationship Manager and subsequently Financial Adviser. John changed roles to become a career Paraplanner in 2021, and joined Robertson Baxter’s Technical Team in July 2023 as a Chartered Paraplanner.
In his role John 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.
In his spare time, John is a keen football fan and holds a season ticket at Huddersfield Town. He enjoys running and going to his local pub which his wife co-owns and manages.
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
John 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.
Production
