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Financial Services

Our Financial Services Division provides impartial, independent advice on a wide range of financial products for both commercial and private clients.

You can rely on Baxters to take care of all your Financial Services requirements, including advice on life assurance, critical illness cover, pensions and retirement planning, investments, income replacement and inheritance tax planning.

Our specialist division is headed up personally by Managing Director, Howard Lee, and we are regulated by the Financial Conduct Authority (FCA), ensuring we operate to the highest professional standards and our dealings with you will relate specifically to your needs.

We take a totally unbiased view of the market and will always have your best interests at heart, ensuring we give sound advice in a friendly, approachable manner that is easy to understand.

As a family business, we understand the importance of planning fully for the future and will give you every assistance to do the same, whether you are a corporate or individual client.

For more information on how we work, please click here to download our Client Service Proposition.

Where you have a complaint or dispute with us and we are unable to resolve this to your satisfaction then we are obliged to offer you the Financial Ombudsman Service to help resolve this. Please see the following link for further details:

Need Assistance?

We aim to respond to all enquiries as quickly as possible and look forward to being of assistance to you. Find a specific member of our team by clicking here.
Click here to enquire by email