It’s simple at Robertson Baxter; we believe firmly in looking after our clients the way that we would want to be looked after ourselves. It is a culture that comes from the Directors and carries right through the firm. Since 2007 we have built a team that share this and have an ethos that ensures we always go the extra mile.This ensures that clients receive an honest, transparent and professional financial planning service delivered accurately and within agreed timescales. In addition… Show more It’s simple at Robertson Baxter; we believe firmly in looking after our clients the way that we would want to be looked after ourselves. It is a culture that comes from the Directors and carries right through the firm. Since 2007 we have built a team that share this and have an ethos that ensures we always go the extra mile.This ensures that clients receive an honest, transparent and professional financial planning service delivered accurately and within agreed timescales. In addition to this we try to ensure that clients receive the highest quality advice using solutions from the whole of market which are then reviewed regularly in accordance with the service agreement in our Client Charter. It’s an approach that means most of our new clients come from introductions from our existing clients or an introduction from their existing professional advisers who already work with us or are aware of our reputation. We are proud to be the trusted adviser for discerning private clients, trustees and some of the leading charities across Yorkshire. Show less