Robertson Baxter
Robertson Baxter is an independent, fee-only financial planning firm in Huddersfield serving individuals, families, business owners, trusts and charities across the UK via its proprietary "Full Circle Approach" methodology and Enable/Wealth Platform client portal.
- Company typePrivate
- Founded2007
- HeadquartersHuddersfield, United Kingdom
- Headcount11–50
- GTM typeB2C
- OfferingServices
What Robertson Baxter does
Robertson Baxter is an independent, fee-only financial planning firm headquartered in Shepley, Huddersfield, serving individuals, families, business owners, trusts and charities across Yorkshire and broader United Kingdom. Founded in 2007 by Greg Robertson and Stephen Baxter, the firm operates a relationship-led advisory model segmented by client life-stage (retired, pre-retiree, young adult) plus specialist institutional/trust mandates. Service delivery follows the proprietary "Full Circle Approach" — listen, analyse, advise, implement, review — combining face-to-face consultations at the Huddersfield office with virtual meetings and home/workplace visits. The technology stack centres on financial planning software, cash-flow forecasting tools, and the Enable client portal integrated within the Wealth Platform (web and mobile app launched May 2024), enabling ongoing client self-monitoring of portfolio performance.
Robertson Baxter firmographics
Firmographics- Name
- Robertson Baxter
- Legal name
- Robertson Baxter Limited
- Website
- https://robertsonbaxter.com
- Company type
- Private
- Founded year
- 2007
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- Robertson Baxter is an independent, fee-only financial planning firm in Huddersfield serving individuals, families, business owners, trusts and charities across the UK via its proprietary "Full Circle Approach" methodology and Enable/Wealth Platform client portal.
- Ownership category
- akta.pro rank
Robertson Baxter industry classification
Industry- Product category
- Independent Financial Planning Services
- NAICS
- Portfolio Management and Investment Advice (523940)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Comprehensive/Full-Service RIAs & Independent Wealth Managers (FSAAACAA)
- akta.pro secondary industries
- Advisory Portfolio Management (Non-Discretionary) (FSAAABAD), Family Office Services (Single & Multi-Family Office) (FSABADAF)
Keywords
Where Robertson Baxter is headquartered
LocationHeadquarters
- HQ city
- Huddersfield
- HQ country
- United Kingdom
- HQ region
- Europe
Offices1 record
Markets served
Robertson Baxter business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure, Others
Revenue model
- Financial Planning Fees: Fixed initial report fee followed by ongoing servicing fee. All fees clearly disclosed upfront. No commission from product providers - paid solely by clients.
- Initial Consultation: Free initial meeting with no obligation - chance to get to know each other and understand the value Robertson Baxter can add.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Freemium | Pay-as-you-go | Initial consultation |
| Subscription | Multi-year contract | Financial plan |
Go-to-market motion1 record
Distribution channels4 records
Marketing channels7 records
Robertson Baxter product offering
Product offeringCore offering
Robertson Baxter is an independent financial planning firm that delivers bespoke advice to individuals, families, business owners, and institutional clients across the wider Yorkshire area. Core services span retirement planning, pension management, investment advice, inheritance tax and estate planning, ethical investment options, and trust and charity advisory, all delivered through the firm's proprietary Full Circle Approach methodology (listen–analyse–advise–implement–review). Advice is supported by an online client portal (Enable / Wealth Platform) for self-service portfolio monitoring and by cash flow forecasting tools used to model retirement outcomes.
Product overview
Robertson Baxter is an independent financial planning firm offering bespoke financial advice through its proprietary "Full Circle Approach" methodology. The core service integrates independent financial advisory (covering investments, pensions, retirement, inheritance tax, and estate planning) with the Enable online client portal and Wealth Platform for portfolio access. Additional specialized services include ethical investment advisory, institutional and trust advisory for trustees and charities, and young adult wealth services for beneficiaries and entrepreneurs. The firm supplements its advice with educational content through RBulletins, podcasts, and blog posts. The company operates as an appointed representative of Best Practice under FCA regulation and does not earn commission, being paid directly by clients.
Differentiator
Problem solved
Functional benefit
Products and services
- Independent Financial Advice Services Bespoke independent financial planning and advisory service for individuals, families, business owners, and institutions, covering investments, pensions, retirement planning, inheritance tax, estate planning and protection, delivered through the firm's Full Circle Approach methodology.
- Retirement Planning Comprehensive retirement planning service for retirees and people approaching retirement, including pension analysis, drawdown strategy, cash flow forecasting, and long-term financial security planning.
- Institutional & Trust Advisory Specialist advisory service for trustees, institutions, and charities covering trust asset investment, ethical investment strategies and fulfilment of unique fiduciary responsibilities, delivered to trustees and charity boards.
- Young Adult Wealth Services Specialised financial planning and advice service for young professionals, entrepreneurs, beneficiaries and those new to wealth who have received inheritances or accumulated assets at a young age, covering wealth building, the property ladder, savings growth and protection planning.
- Ethical Investment Advisory Investment advisory service that incorporates ethical and environmental considerations, enabling clients to align their investment portfolios with their personal values and lifestyle choices through specialised ethical and sustainable portfolios.
- Wealth Platform App Client-facing web and mobile application enabling Robertson Baxter clients to view their investment portfolios, track performance, and access financial planning information online.
Quantifiable outcome
- 96% of clients would recommend them to family and friends
- +2 more outcomes
Companies that use Robertson Baxter
Customer profileNamed customers5 records
Segments5 records
Ideal customer profiles4 records
Robertson Baxter technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature4 records
Robertson Baxter partnerships and signals
Strategic signalPartnerships
Six partnerships are on record, tiered core and minor.
- Best Practice IFA Group LimitedcoreFrom February 2026, Robertson Baxter became an Appointed Representative (AR) of Best Practice, providing regulatory support, FCA compliance, AML checks, and data protection services. This transition from Directly Authorised (DA) status provides more support for regulatory activities.
- Benchmark CapitalcoreAcquisition partnership providing technology, financial backing, and compliance security. Combines Robertson Baxter's local family firm essence with larger firm's resources. Ed Dymott serves as Non-Executive Director and CEO of Benchmark Capital oversees support for 1,000+ IFAs across UK.
- One Community Foundation KirkleesminorLocal Community Foundation for Kirklees distributing funding to local charities and organizations. Robertson Baxter has worked with them for several years.
- Forget Me Not Children's HospiceminorLocal hospice providing care for children with life-shortening conditions. Support through fundraising and awareness.
- Zenith Black (Travel Management)minorTravel management company offering business travel and bespoke luxury holidays. Personally recommended to clients.
- Oyster (Managed Print Services)minorSustainability-focused managed print services provider with lower energy usage and reforestation of paper.
Scale indicators6 records
Recent moves7 records
Expansion highlights6 records
Robertson Baxter competitors and assessment
Company assessmentBroad incumbents
- Evelyn Partners: UK wealth management and professional services group offering financial planning, investment management and tax advice to HNW individuals and families. Comparable on independent, fee-based financial planning for UK private clients and trusts.
- St. James's Place: UK's largest wealth management group with a national Partnership network of IFAs. Comparable as a UK-based advisory firm serving individuals and families on retirement and wealth planning, though materially larger and tied to in-house products rather than fully independent.
- Charles Stanley (now Raymond James): UK wealth manager offering financial planning, investment management and retirement advice to private clients, families and trusts. Comparable independent advisory positioning with strong focus on retirement and estate planning for UK individuals.
- Quilter: UK wealth manager with a national network of financial advisers offering investment, retirement and estate planning. Comparable in advisory focus on UK individuals and retirees, but operates at far greater scale as a listed incumbent.
- Rathbones Group: Listed UK wealth manager providing investment management, financial planning and trust services to individuals, families and charities. Comparable on the breadth of UK financial planning, retirement and trust advisory offerings.
- Brewin Dolphin (now RBC Wealth Management): UK wealth manager providing discretionary investment management, financial planning and retirement advice to private clients. Comparable on holistic UK wealth advisory to HNW individuals, though at significantly greater scale post-RBC acquisition.
Direct peers
- Sense Financial: UK independent financial adviser offering fee-based financial planning, pension and investment advice to individuals and business owners. Comparable independent, fee-only UK IFA model targeting similar client segments.
- Equilibrium Financial Planning: UK independent, fee-only financial adviser serving HNW individuals, families and business owners with retirement, investment and tax planning. Closely comparable to Robertson Baxter in independent fee-only ethos, regional UK focus, and similar scale.
- Paradigm Norton Financial Planning: Bristol-based independent, fee-only UK financial planner serving individuals, families, business owners and charities on retirement and wealth planning. Directly comparable in independent advisory positioning, fee-only model, and similar size/scale.
Others
- Best Practice IFA Group: UK network/provider for Appointed Representative IFAs offering compliance, regulatory and infrastructure support. Directly relevant as Robertson Baxter's new AR principal from February 2026, providing FCA-regulated infrastructure.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat4 records
Key risks6 records
Key highlights6 records
Customer concentration
Robertson Baxter social profiles
Digital presenceRobertson Baxter compliance and trust
Trust signalCompliance2 records
Robertson Baxter financial estimates
Financial estimateRevenue estimate
Valuation estimate
Robertson Baxter leadership team
Management profileNumber of profiles
Profiles11 records
Robertson Baxter funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Robertson Baxter M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Robertson Baxter
What does Robertson Baxter do?
Robertson Baxter is an independent financial planning firm that delivers bespoke advice to individuals, families, business owners, and institutional clients across the wider Yorkshire area. Core services span retirement planning, pension management, investment advice, inheritance tax and estate planning, ethical investment options, and trust and charity advisory, all delivered through the firm's proprietary Full Circle Approach methodology (listen–analyse–advise–implement–review). Advice is supported by an online client portal (Enable / Wealth Platform) for self-service portfolio monitoring and by cash flow forecasting tools used to model retirement outcomes.
Is Robertson Baxter a public or private company?
Robertson Baxter is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Robertson Baxter founded?
Robertson Baxter was founded in 2007. It employs 11 to 50 people.
Where is Robertson Baxter based?
Robertson Baxter is headquartered in Huddersfield, United Kingdom, in the Europe region.
How does Robertson Baxter make money?
Two revenue lines are on record. Financial Planning Fees are the primary driver. The others are initial Consultation.
Who are Robertson Baxter's main competitors?
Broad incumbents on record are Evelyn Partners, St. James's Place, Charles Stanley (now Raymond James), Quilter, Rathbones Group and Brewin Dolphin (now RBC Wealth Management). Direct peers are Sense Financial, Equilibrium Financial Planning and Paradigm Norton Financial Planning. Best Practice IFA Group is listed as an others.
Does Robertson Baxter have an API?
No public API is recorded for Robertson Baxter.
What industry is Robertson Baxter in?
Robertson Baxter's product category is Independent Financial Planning Services. Its primary akta.pro industry code is FSAAACAA, Comprehensive/Full-Service RIAs & Independent Wealth Managers, with a secondary code of FSAAABAD, Advisory Portfolio Management (Non-Discretionary). Its NAICS code is 523940 and its SIC code is 6282.