2004 -2007 Senior Consultant @ Yorkshire Investment Group
2001 -2004 Financial Planning Manager @
Stephen Baxter Education
ILM
Level 7 (Executive Coaching and Mentoring)
2022-2023
ILM
Level 5 (Effective Coaching and Mentoring)
2020-2021
The Nottingham Trent University
Law (LLB (Hons))
1994-1997
Allerton Grange High School 1987-1994
Stephen Baxter Skills
Asset Management
Tax
Financial Planning
Inheritance Tax Planning
Retirement planning
Strategic Financial Planning
Asset Managment
Pensions
High Net Worth Individuals
Financial Advisory
Financial Services
Investments
Wealth
Wealth Management
Portfolio Management
Investment Management
Estate Planning
Financial Reporting
Military
Finance
Project Management
Customer Service
Strategic Planning
Stephen Baxter Summary
Stephen Baxter, based in Wakefield, GB, is currently a Founder | Executive Director at Robertson Baxter. Stephen Baxter brings experience from previous roles at Nine Dots Coaching, Yorkshire Investment Group and HSBC. Stephen Baxter holds a 2022 - 2023 Level 7 in Executive Coaching and Mentoring @ ILM. With a robust skill set that includes Asset Management, Tax, Financial Planning, Inheritance Tax Planning, Retirement planning and more. Stephen Baxter has 1 emails on RocketReach.
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