Baxter Fensham Limited Financial Planners - Financial Planners, Wealth Managers, Tax Planners

A financial planner for over 15 years and a founder and Director of Baxter Fensham since inception in 1996. Robert could be described as down to earth and direct in his dealings with clients providing concise and honest opinion in each case.

Out of the Office

Family takes up a lot of time with 3 young children and Robert says what he needs is a Taxi sign on the top of his car.

Robert plays golf on a regular basis and is a member of the local golf club with a handicap of 8. Excellent from tee to green but sadly the short game of a beginner!

Skiing is also a regular hobby which is great to do with the whole family, Schladming in Austria being his favourite venue.

Football is also played twice a week when the legs will take it and as usual he starts up front and ends the game in defense or on a real bad day in goal.

Leeds United have been a time thief (as well as a money thief) having held a season ticket for over 20 years.

Future:

Become a long term adviser to a group of clients who are as serious as Robert is about their financial planning.

Robert Hudson’s profile on Institute of Financial Planning site.

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Simon has been working as a financial planner for nearly 20 years now, and was a founder member of Baxter Fensham way back in 1996. As a shareholding director, he has helped to drive through the evolution of the firm to the well respected business it is now.

Over the years he has built valued and mutually trusted relationships with clients; his portfolio has grown due to recommendations to their colleagues, friends and family. He will help you set goals and priorities, based upon how your wealth should impact you, your family and your community. Simon’s role is to liberate you from the everyday responsibilities of wealth management to reflect your values, live your life, and pursue your passions.

Out of the Office

Simon is married to Catherine and has three children, Hannah, William and Freddie. His knees stifle his competitive sporting ambitions these days, so he has to content himself with a bit of badminton and tennis, whilst supporting his kids various activities as best he can. This can include refereeing matches, but he gets little respect from the players or parents when they discover he is a West Brom fan, and therefore can know nothing about football.

Musically, his kids are horrified that his musical taste sometimes mirrors their own, but he’s seen the Arctic Monkeys live and they haven’t.

Having studied Fine Art to degree level, he spends more time appreciating than making these days, and is more likely to be holding a camera than a paintbrush.

Simon Fitton’s profile on Institute of Financial Planning site.

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Over 70% of Nick’s personal clients are members of the Medical and Dental professions and he has a great deal of specialist expertise in this area. He has been advising in this niche market for over 16 years and is extremely familiar with all aspects of Medical and Dental finance from pay and pension structures for NHS employed staff, to General Practice finances and professionals in private practice.

Out of the Office

Nick is married to Sarah and has two daughters Emily and Abbie. He is a season ticket holder at Worcester Warriors Rugby Club for his pains and plays village cricket for Abberley and Great Witley Cricket Club in the summer.

Nick Crabbe’s profile on Institute of Financial Planning site.

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Karl is a fee based Holistic Financial Planner with 21 years industry experience, who combines use of state of the art financial planning software with a wealth of technical knowledge, out of the box thinking and his experience of helping clients deal with strong emotive issues to plan for and achieve their long-term objectives. His client profile is quite broad ranging, though it largely consists of Business Owners, busy professionals and Trustees. Karl is also able to apply his extensive knowledge of property investment for the benefit of his clients where appropriate.

Working With other Disciplines.

Karl’s work involves frequent interaction with solicitors and accountants to ensure the best overall outcome for both his clients and those introduced by these professional connections. His work also involves producing reports of the Court of Protection and advising on investment and taxation strategies for various types of trusts.

Out of the Office

Karl is a bit of an action man, (or as his long suffering wife would have it, ‘an accident man’). He enjoys hiking, swimming, gym training, running, cycling plus a little sailing and sub aqua when on holiday. Golf is his recently acquired interest, where he admits to there being ’some room for improvement’ in his game. All of these are necessary to offset his other great loves of socialising and good restaurants.

He lists amongst his personal achievements; swimming with Great White sharks, launching himself from the world’s highest commercial bungee jump (over 700 feet), plus organising and completing a two week multi-marathon in aide of MENCAP. This entailed cycling 800 miles, climbing Ben Nevis, Scar Fell and Snowdon, swimming the length of Lake Windermere, canoeing 40 miles of the Leeds-Liverpool canal and finishing with a 20 mile run into Leeds. In July 2009 he successfully completed the gruelling Tough Guy challenge, ‘Nettle Warrior’, despite suffering from a heavy cold, coming a very creditable 1,105 from over 4,000 starters. He was heavily motivated by the £1,200 sponsorship he secured for BLESMA (the British Limbless Ex Serviceman’s Association) and The Horse Sanctuary. To find out more visit www.toughguy.co.uk.

Hmmm, what next?

Karl Lavery’s profile on Institute of Financial Planning site.

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Imelda de Bruin has Certified Financial Planner status and also holds the Diploma in Financial Services, Certificate in Mortgage Advice and has a BA(Hons) Financial Services. She worked at an IFA for two years before joining Baxter Fensham in April 2004 as Financial Planning Support and now works as a Financial Planning Analyst. She is currently working towards achieving Chartered status and the Advanced Diploma in Financial Services.

Sarah Robinson has a BA (Hons) degree in Economics. She has worked in the industry for just over 4 years and joined Baxter Fensham as a Financial Planning Analyst in September 2008. She holds the Certificate in Financial Planning and is currently working towards achieving her Diploma in Financial Planning, having already succeeded in the taxation and trusts papers.

Michelle Charlesworth has worked in Financial Services for over 10 years, 8 of which have been spent with Baxter Fensham. She started working as an Administrator and has worked her way through different roles in the organisation to her current position of Office Manager.

Caroline Frost has worked in Financial Services for over 20 years, starting at an insurance broker, and then moving to a life office for 10 years before moving to the Independent Financial Advice sector. She joined Baxter Fensham in 2002 as Financial Planning Support and holds the first paper in the Financial Planning Certificate.

Gillian Davies holds the Financial Planning Certificate and has worked continuously within the mortgage market both for a Lender and other IFA since ceasing studying Electrical Engineering at University. She joined Baxter Fensham as a Mortgage Administrator in May 2002.

Susan Reynard joined Baxter Fensham in 2001 working solely within the accounts department. Her current study focus is on implementing full electronic automation of our accounts reconciliation.