Stephen Baxter

Managing Director

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.

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

A client in West Yorkshire

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.

A client in North Yorkshire

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.

A client in West Yorkshire

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