Stephen Baxter

Robertson Baxter
West Yorkshire

contact advisor
  
Overall

5.0

Advice

4.9

Service

5.0

Value

5.0

From 15 reviews

Stephen's Average Client

Savings
£300-500k
Been a Client For
4 Years
Age
53
  • Advice
    Service
    Value

    5.0

    Stephen provides reliable and independent advice to my Board of Trustees, enabling us to be very confident that our investment strategy is not dependent on the asset managers, that we are able to assess their performance fairly and review our own risk appetite on a regular basis. He has ensured full trustee engagement. As a result the charity can demonstrate excellence both in its stewardship of funds and in the performance of its investments.

    What could your adviser do better?
    It would be difficult to identify any shortcomings in the advice we are receiving

    John, West Yorkshire, Charity Chairman

  • Advice
    Service
    Value

    5.0

    Stephen has taken the time to fully understand our requirements and provides us with regular updates. He is always available to provide advice and information as this is needed.

    Ian, West Yorkshire, Director

  • 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

    4.7

    I am a novice and Stephen (and his team) have been patient in explaining everything to me. I am also not their biggest investor, but they have made me feel welcome and valued as a client. And very importantly - indeed the main reason I chose them - they are a pleasure to do business with.

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

    Christina, South Yorkshire, Executive coach

  • 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

  • Stephen's Clients

    Savings Average = £300-500k

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

    High
    Average
  • Age

    Average = 53

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

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

    Average = 12 Yrs

    2-3
    3-5
    5-10


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