About Baxter Fensham

Baxter Fensham was set up in 1996 to provide the highest quality financial planning, tax mitigation and investment services to professional and business clients. Over the years we have developed into one of the UK’s leading financial planning and wealth management firms.

We do not deal exclusively with a particular type of client or organization, but believe instead that so long as clients are serious about the achievement of their financial planning objectives we will be able to help them.
Our core service is the provision of a fee based lifestyle financial planning and wealth management process. This process simplifies a client's financial affairs and gives them confidence that their goals will not only be achievable but will be arrived at through a positive investment experience.

We believe that the highest possible standards of advice can only be achieved through the constant technical and academic improvement of our team members. To this end we have modelled our planning process on the internationally recognised Institute of Financial Planning’s (IFP) philosophy and subsequent level of professional qualifications required to meet their standards. As such the company is headed up by individuals who hold the Certified Financial Planner's (CFP) licence, a qualification that is held by less than 1% of registered financial advisers in the UK today.

More info about the CFP Licence .pdf

Just as we do not restrict our clients by requiring specific levels of income or wealth we also do not restrict our clients to specific geographical locations. It is more important that we deal with the right type of individuals irrespective of where they are based, rather than people or organisations just because they are local to our offices. To this end we have offices in Leeds and Worcester and therefore we provide our service on a national basis.