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.
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
On an ideal weekend, you can find me
Walking the dog in the morning, followed by enjoying a coffee and breakfast with my face in the sun. In the evening, either a home-cooked meal or a meal with my wife in a local restaurant accompanied by a bottle of red wine.
My favourite holiday destination is
Puerto Pollensa, Mallorca
My favourite song to play in the car is
I Want to Talk Tonight, Oasis
The first album I bought was
Green Door, Shakin’ Stevens
If I could be any fictional character, I would be
Roy of the Rovers
If I could turn any activity into an Olympic sport, I would win a medal in
Cooking the perfect egg
When the dessert menu arrives, I’m looking for
Sticky toffee pudding
The three qualities that draw me to new people are
Sense of humour, active listener, empathy
My pet peeve is
People who say they give more than 100% e.g. I’m going to give it 120% - it’s not possible!
The best gift I’ve ever received is
A Peloton bike
The three people at my dream dinner party would be
Noel Gallagher, Marcelo Bielsa, Terry Pratchett
The three small things that make my day better are
A good cup of coffee, exercise, sunshine
Three things I haven’t done so far include
Seeing the cherry blossom in Japan, learning to speak Spanish, qualify as an Executive Performance Coach