Robertson Baxter, a well-known Huddersfield firm of Independent Financial Advisors has been awarded the Business of the Month prize for March this year.
The business was established in 2007 after 18 months of work in the background by directors Stephen Baxter and Greg Robertson. Having worked together at HSBC in Huddersfield they had a vision to provide high quality financial advice to clients across Yorkshire supported by an on-going support service which was second to none, a situation which was not possible in their existing roles.
Robertson Baxter is not the average high street IFA. Their market place is high net worth individuals; the owners and families of small and medium sized businesses and partners of professional services firms, as well as charities and trustees. An average client has £750,000 invested and managed by Robertson Baxter in a client base which is predominantly West and North Yorkshire but with others as far as London and Cheshire.
The business has grown from April 2007 with no clients to now managing £100m of client funds in just 6 years, looking after only 161 clients to achieve this, which is considerably less than the thousands of clients that most IFA firms need to look after to achieve this level of funds under management. This allows the firm to deliver a level of personal service which is hard to achieve for most large IFA’s.
The judges were particularly impressed by the level of care and attention that Robertson Baxter had put into their Business of the Month application. The content and supporting information provided made it clear that they are a worthy winner. Robertson Baxter has been a part of Huddersfield's financial services community for some years now and their application showed that the business is going from strength to strength. Greg and Stephen put a lot of planning into Robertson Baxter before it even opened its doors to clients and that planning has translated to a well-respected business that continues to adapt and thrive in the changing financial services market. To name just a few, continuing giving advice to the One Community Foundation and the University of Huddersfield as a client shows that looking after the local community is at the core of the business.
Director Stephen Baxter said “We are genuinely thrilled to have received this award which we view as further recognition of the strength of our brand and reputation in Huddersfield and further afield. This award is for the whole team at Robertson Baxter who work every day to ensure that our clients receive first class, honest and transparent financial planning.”
The Business of the Month Award is run in association with Mid Yorkshire Chamber of Commerce and UKTI. It is open to firms in Calderdale, Kirklees and Wakefield.
Download the application form here or contact Ian Greenwood at Eaton Smith on 01484 821389 for more information.
Pictured left to right:
Ellie Lyon Mid Yorkshire Chamber of Commerce
Carl France Sanderson Associates
Jo McBeath UKTI
Chris Taylor Eaton Smith
Stephen Baxter Robertson Baxter
Michael Woodhead Robertson Baxter