Stephen Baxter
Executive Director
Qualifications
About Stephen
Stephen has been a qualified financial adviser since 2000 and founded Robertson Baxter with Greg in 2007. He has looked after clients at all levels and has been responsible for building and maintaining relationships with our clients. Stephen’s main responsibilities now are creating opportunities for Robertson Baxter, maintaining relationships in and out of the firm.
In his spare time, Stephen spends time with his wife and three daughters. He considers himself to be a specialist generalist in running, cycling, boxing and paddle boarding. Stephen was delighted to be selected as a finalist for the ‘Director of the Year’ award in the Yorkshire Financial Awards 2023.
What others say about Stephen
Stephen always keeps an eye on our investment performance and advises accordingly. His support is first class and the trustees are very satisfied with his service
Stephen simply provides exceptional service. As a finance professional myself I know how important it is to use a specialist - he stands out as an honest and very capable ally, with your genuine interests at heart.
Stephen took the time to find out what we really wanted to achieve and tailored his advice accordingly. The whole team at Robertson Baxter were friendly and extremely professional which gave us the confidence to invest with them.
Stephen 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
