Testimonials page

96% of clients would recommend us to their family and friends

88% of people in our recent survey believe working with us has had a positive and meaningful impact on their lives.

In our recent survey 100% of clients view us as their trusted advisers for their financial affairs .

Gillian has maintained a calm and balanced approach to both actions and communications during the recent turbulent months, and ensured the continuity of excellent service.

Gillian provided me with the specialist knowledge and advice to assist me in making my decision to transfer my pension.

It was a real pleasure to meet Gillian, she was very kind and helpful in advising us on how to organise our financial plans for our future. We can now go on to enjoy the rest of our lives, knowing that our financial affairs will be well looked after.

Antony very quickly understood our financial position and attitude to investment and risk. He offers sound practical advice that we feel reflects our long-term aspirations and this gives us great reassurance for the future.

Antony has proved to be very understanding of our financial planning needs. He has consistently shown full empathy for us and has given full support to us in all aspects of our investments and pension/drawdown planning.

I received excellent independent advice at a difficult time in my life, and am continuing to work with Antony to ensure that my wishes and financial requirements are dealt with in a tax efficient manner.

Through Greg’s help we have managed our finances in a way that has permitted our early retirement. We have also been able to help our daughter financially, following his advice.

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 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.