Stephen Baxter
contact adviser

Robertson Baxter

4.9 out of 5

(4)


  

Stephen's Average Client

Savings
£300-500k
Been a Client For
5 Years
Age
52
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Client Reviews (25)

First Impressions (0)

  • Advice
    Service
    Value

    4.7

    Stephen has taken time to fully understand our requirements and provides excellent advice.

    Ian, West Yorkshire, Director

  • Advice
    Service
    Value

    5.0

    Attention to detail is a key characteristic of the service you receive from Stephen which in turn builds real confidence. Knowing that quality, dependable, professional support is always available is key to building a trusting, genuine relationship. Integrity is key when managing your finances and Stephen has it.

    What could your adviser do better?
    Over the coming months and years I will rely on Stephen to help me develop my approach to risk and move from being very risk averse to a more appropriate position to allow better returns to be achieved.

    Sean, West Yorkshire, Managing Director

  • Advice
    Service
    Value

    4.0

    Stephen understands my circumstances and explains details very well. The quality of service from him and his team is very good. They respond immediately to questions, they prompt me to arrange reviews, and they are all a pleasure to deal with.

    What could your adviser do better?
    Improve his online system to enable me to tailor views of my portfolio to suit my understanding. It's a bit clunky !

    Christina, South Yorkshire

  • Advice
    Service
    Value

    5.0

    Stephen and the whole of Robertson Baxter are both very professional and extremely efficient in the services they provide.

    My portfolio investment has seen a year-on-year growth since they have managed it for me.

    I would highly recommend Robertson Baxter to anyone looking to improve their financial situation.

    Jason, West Yorkshire, Managing Director

  • Advice
    Service
    Value

    5.0

    Stephen is very thorough with all aspects of his financial advice, he listens to my worries, questions & financial needs & gives sound advice which is easily understood & tailored to my specific requirements. I have found him to be extremely approachable & I have contacted him several times just for a chat & reassurance about general financial matters, nothing is too much trouble.

    What could your adviser do better?
    I honestly can't think of anything.

    Clare, South Yorkshire, Highly Specialised Radiographer

  • Advice
    Service
    Value

    5.0

    Stephen carried out a full risk profile, which enabled him to give clear and concise recommendations regarding the level of risk we should undertake with our investment. These agreed parameters are regularly reviewed and monitored to ensure the best level of performance. Stephen carries out regular review meetings to a highly professional standard; we have been most impressed with the benchmarking service offered together with the his personal care and attention to detail, which ensures we are fully confident in the level of knowledge and advice given.

    Charity, West Yorkshire

  • Advice
    Service
    Value

    4.7

    Very clear explanations of the options with details of how the schemes work. Will also listen to my suggestions and give a balanced view. His recommendations are just that...he listens to any queries and concerns and allows me, with guidance, to make the final decision having considered the facts. Has access to a broad range of experts which has allowed me to make a will,simplify and consolidate my pension plans and investments, set up a Trust for my handicapped son and devise an inheritance tax plan.

    What could your adviser do better?
    Its hard to think of any suggestions, the services offered are extremely comprehensive and more than meet my requirements.

    David, West Yorkshire

  • Advice
    Service
    Value

    5.0

    He helps explain things very clearly in non-technical language. I have confidence that he is looking after our best interests which means I do not have to worry about managing investments. H eis always quick to answer any questions.

    What could your adviser do better?
    I can't think of anything

    Jackie, South Yorkshire, Fieldwork Director

  • Advice
    Service
    Value

    4.7

    He has given me excellent advice both personally and in my capacity as a Probate lawyer and trustee in several trusts.
    Stephen is very friendly and approachable at all times, regardless of the query .
    Stephen has also provided top class advice to me regarding my own pension arrangements and related changes to tax law/rules.

    What could your adviser do better?
    Perhaps Stephen's written reports could adopt more elegant prose sometimes but I am struggling to find room for improvement, obviously, and black pots and kettles spring to mind.

    Keith, West Yorkshire

  • Advice
    Service
    Value

    5.0

    I chair a charity endowment fund, and Stephen has been very thorough in helping us to design our investment practices so as to meet the highest standards of transparency, separating strategic advice completely from investment management, ensuring that we establish and regularly review our risk profile, and assisting our investment committee to track and evaluate performance.

    What could your adviser do better?
    I can think of no area of his service to us where we could expect better performance, or indeed better value for money.

    John, West Yorkshire, Director

  • Advice
    Service
    Value

    5.0

    He takes time to understand our situation fully, looking not only at our financial investments but also the context of our lives - family, dependents, constraints, aspirations. He takes time to explain the recommendations and how they match our requirements. He is open about negative aspects of performance as well as positive and very clear on risks

    What could your adviser do better?
    There is little room for improvement. We been completely satisfied with how he has handled the relationship and know he is always there if we need more.

    Bob, South Yorkshire, Managing Director

  • Advice
    Service
    Value

    5.0

    “I have used Stephen on a number of my clients' files now, and I have been consistently happy with the service he has provided and the efficiency of his firm generally. I'd be happy to recommend him to anyone looking for good quality financial advice, delivered in a professional manner.”

    What could your adviser do better?
    I have been well served by Stephen and his colleagues and would not wish to alter anything about their work

    Tom, West Yorkshire, Solicitor

  • Advice
    Service
    Value

    5.0

    “A consistently professional and efficient service with access to first class fund managers. I have no hesitation in recommending RB to private and business clients alike. Their knowledge of the market is excellent and always current. You can rest assured that your clients are being looked after by one of the best.”

    Tony, West Yorkshire, Solicitor

  • Advice
    Service
    Value

    5.0

    I have found Robertson Baxter to be a very professional firm with integrity and the strength in depth to provide me with the confidence that this is not a one man band. The Customer service has been excellent and their investment in technology and management of 3rd party partners eg fund managers differentiates them from the IFA's I have used in the past. I now feel in control of my finances with a secure long term financial plan that I look forward to seeing come to fruition.

    What could your adviser do better?
    The risk will be that as they grow the business that they dont over reach and lose the personal service that makes them a pleasure to work with.

    Andrew, West Yorkshire, Managing Director

  • Advice
    Service
    Value

    5.0

    Excellent advice, with a clear long term strategy. Explained in easy terms. Friendly and experienced team and I feel confident my savings and pension are in the correct place and working hard

    What could your adviser do better?
    Nothing

    Dan, Derbyshire

  • Advice
    Service
    Value

    5.0

    A friend suggested we see Stephen Baxter for financial advice four years ago. Stephen is very professional in every aspect of his business and he's helped Tim and I enormously to sort our financial affairs out. He's vey careful to take into account the level of risk we are willing to take and the twice yearly meetings are always interesting and informative. Stephen has a great support team and we're always made to feel like valued clients..


    What could your adviser do better?
    Nothing. As far as we are concerned he's doing a wonderful job.

    Judith, West Yorkshire, Retired

  • Advice
    Service
    Value

    5.0

    We have been clients of Robertson Baxter from the inception of the business. Throughout this time Stephen and the "backroom team" have provided excellent investment advice in a professional and efficient manner. All investment proposals are presented in a clear and concise format after our financial needs and attitude to risk have been carefully considered. What makes Stephen and Robertson Baxter stand out from the crowd is the high level of service and ongoing comprehensive reviews they continue to provide to us as existing clients. We would definitely recommend the services of Robertson Baxter to anyone considering the services of an IFA.

    Michael, West Yorkshire, Pharmacist

  • Advice
    Service
    Value

    5.0

    Stephen is very professional in the way he does business. He is concise and clear, explaining the various different options available to me. I feel Stephen understands my attitude to risk well and reviews my portfolio regularly.

    Gerald, West Yorkshire, Director

  • Advice
    Service
    Value

    5.0

    Always professional and effficient with excellent support staff. Very knowledgeable of the current market with access to top tier Fund Managers. Advice and reviews are thorough and honest. I have no hesitation in recommending Stephen to private and business clients alike.
    Tony May
    Partner
    Chadwick Lawrence LLP
    Solicitors

    Tony May, West Yorkshire, Solicitor

  • Advice
    Service
    Value

    5.0

    Ensures he develops a trusting relationship and has a clear, accurate understanding of all the customers financial related data and as importantly what the customer wants to achieve in the short, meidum and long term and their approach to risk. This understanding allows Stephen to provide clear advice on all aspects of financial planning that is tailored to the customers objectives. Attention to detial is excellent and general customer care very high.

    What could your adviser do better?
    Very little - Just to focus on ensuring the above very personal service and high standards continue.

    Sean, West Yorkshire

  • Advice
    Service
    Value

    5.0

    In the past I had financial advisors who seemed keen on winning your business,but then do not devote any time to keeping it long term afterwards. The regular review meetings I have with Stephen make me realise that is not the case with him.I genuinely feel that I now have the right advisor to plan a coherent long term financial strategy.

    Stephen and his team are very good at supplying full financial information on a regular basis in a comprehensible form. There is no concern that you do not know how your investments are performing at any time, both generally and against other providers

    Richard, West Yorkshire, Finance Partner-Law Firm

  • Advice
    Service
    Value

    5.0

    Without exception, all the clients that Stephen Baxter and I represent speak very highly of Stephen ( and the fine team at Robertson Baxter ) on both professional and personal levels. I share that view too

    Keith, West Yorkshire

  • Advice
    Service
    Value

    5.0

    Stephen Baxter is extremely knowledgable on his subject matter and is an excellent communicator.
    He takes the time to research and fully understand one's financial position and requirements and is particularly able at explaining his recommendations and the reasons for them.


    What could your adviser do better?
    I really cannot think of anything Stephen could do better and I day that having had experience of many financial advisers during 30 years in the accountancy profession and a further 30 years in management positions in both quoted and private companies.

    Michael, North Yorkshire, Chief Executive

  • Advice
    Service
    Value

    5.0

    I was a bit wary of IFAs before I met Steven and Greg at Robertson Baxter - but they totally changed my perceptions. I've been more than pleasantly surprised by how much time they take to really understand my needs and wishes - and by the fact that they genuinely have my best interests at heart. Having worked with them on developing their marketing strategy, I've seen even more clearly what a good choice I made. These guys really are unique in their marketplace, and I'd recommend them to friends, family and colleagues without hesitation. I now realise the financial advise given will bare me in good stead for my retirement.

    Jason, Yorkshire, Graphic Designer

  • Advice
    Service
    Value

    5.0

    Over the years Stephen has provided us with sound financial advice. He shows an understanding of our particular needs and has tailored his recommendations to meet them. The "personal touch" is important to us and we have grown to regard Stephen as a trusted friend. He has drawn round him a support team second to none all of whom give the feeling that our finances are in safe hands. Stephen has provided us with peace of mind knowing that we were in good hands. We certainly would not been able to manage our savings properly without his assistance.

    Gavin, West Yorkshire, Retired University Clinical Lecturer

  • No First Impression Yet...
  • Stephen's Clients

    Savings Average = £300-500k

    £20-50k
    £100-200k
    £200-300k
    £300-500k
    £500k-1m
    £1m-2m
    £2m-5m
  • Clients' Financial Expertise

    Very High
    High
    Average
  • Age

    Average = 52

    40-50
    50-60
    60-70
    70+
  • Occupation

    Executive
    Professional
    Business Owner
    Retired
    Other
  • Time as a Client (Yrs)

    Average = 5 Yrs

    2-3
    3-5
    5-10
    10+


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