John Baxter

John Baxter Email and Phone Number

Co Founder / Owner True Wealth Group @ True Wealth Group
John Baxter's Location
Leeds, England, United Kingdom, United Kingdom
John Baxter's Contact Details

John Baxter work email

John Baxter personal email

n/a
About John Baxter

Being ‘wealthy’ means different things to different people. For most people, true wealth is not just about money but about leading a life of significance. It’s about the peace of mind that comes from knowing you took care of the things and people that are most important to you; that your life meant something; that you have a legacy; that your wealth brought you freedom and choice not anxiety and stress; that you control your money, it doesn’t control you.True financial planning wealth management can be an incredibly empowering service to receive and an incredibly fulfilling proposition to deliver. Finding your true wealth will unleash the potential for you to deliberately achieve the goals and objectives you set yourself for your future life.Those of you that know me will know I’ve never been satisfied by what we as a sector do for our clients. Sure, there are pockets of world class propositions delivered by some exceptional people. Unfortunately, I would argue this still isn’t the norm but it should be and it can be!I made the transition from the commission based transactional model to the fee based service model in 1998. 15 years before the regulator implemented a fee based proposition for investment and pension advice. I set up True Financial Planning 20 years ago to help other forward thinking planners to make the same transformational journey and it has been an absolute pleasure watching them flourish. Financial planning wealth management is something fundamentally different to financial advice. At the True Wealth Group we are growing a business through acquiring financial planning businesses who share our philosophy, building joint ventures and organically developing our team. We aim to deliver our vision of financial planning wealth management to as many people as we can. My vision is for this type of proposition to be the default service for wealthy individuals (whether delivered by us or other like-minded firms) rather than what I fear is still largely a transactional relationship, albeit one that is now paid for by fees rather than commission.

John Baxter's Current Company Details
True Wealth Group

True Wealth Group

View
Co Founder / Owner True Wealth Group
Employees:
6
John Baxter Work Experience Details
  • True Wealth Group
    Chief Executive
    True Wealth Group Nov 2017 - Present
    Leeds, England, United Kingdom
  • Veracity Asset Transformation Service
    Head Of Business
    Veracity Asset Transformation Service Mar 2009 - Present
    Helping financial advisers make the transformation from the commission based transactional model to the fee based service model.
  • Macquarie Bank
    Head Of Financial Planning
    Macquarie Bank Mar 2009 - Dec 2010
  • Mlp Private Finance
    Ceo
    Mlp Private Finance Jan 2006 - Oct 2007
    UK arm of Europe's second largest IFA
  • Baxter Fensham Ltd
    Managing Director
    Baxter Fensham Ltd 1997 - 2006

John Baxter Skills

Investments Wealth Management Wealth Pensions Strategic Financial Planning Wealth Management Services Inheritance Tax Planning Financial Services Financial Advisory Portfolio Management Retirement Planning Investment Strategies Investment Management Investment Advisory Asset Managment Asset Allocation Financial Planning High Net Worth Individuals Relationship Management Asset Management Business Relationship Management

Frequently Asked Questions about John Baxter

What company does John Baxter work for?

John Baxter works for True Wealth Group

What is John Baxter's role at the current company?

John Baxter's current role is Co Founder / Owner True Wealth Group.

What is John Baxter's email address?

John Baxter's email address is jo****@****ats.com

What skills is John Baxter known for?

John Baxter has skills like Investments, Wealth Management, Wealth, Pensions, Strategic Financial Planning, Wealth Management Services, Inheritance Tax Planning, Financial Services, Financial Advisory, Portfolio Management, Retirement Planning, Investment Strategies.

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