What Robertson Baxter say about themselves
“We deliver independent, personable financial advice to individuals and their families in the wider Yorkshire area.”
Robertson Baxter Limited
- Incorporated
- 15 June 2006 (20 years)
- Previously known as
- Robertson Baxter Financial Services Limited (until 6 March 2014)This list may be incomplete. See all names on Companies House
- Industry
- Financial intermediation not elsewhere classified (64999)
- Directors
- Antony Barton
- Owned by
- Accounts type
- Full
- Region
- Yorkshire
- Address
- Beck House Abbey RoadShepleyHuddersfieldHD8 8EP
Website & contact details
- Website
Filing status
- Accounts due
- 30 September 2027
- Last accounts
- 31 December 2025
- Conf. stmt due
- 28 June 2027
- Last conf. stmt
- 14 June 2026
Charges
- Total
- 1
- Outstanding
- 0
- Part satisfied
- 0
- Satisfied
- 1
Officers 8 active
Officer details are public data from the Companies House register.
Director · Appointed 17 June 2025
British
Born June 1981 (45)
Director · Appointed 30 January 2025
British
Born December 1980 (45)
Barton, Antony
Director · Appointed 1 February 2023
British
Born February 1972 (54)
Vaughan, Joanne
Director · Appointed 1 February 2023
British
Born September 1973 (53)
Director · Appointed 31 March 2022
British
Born January 1979 (47)
Secretary · Appointed 4 August 2006
British
Director · Appointed 4 August 2006
British
Born June 1976 (50)
Robertson, Gregory Peter
Director · Appointed 4 August 2006
British
Born December 1976 (49)
Officer history (4 former)
17 June 2025
30 January 2025
1 February 2023
Appointed Barton, Antony as Director
1 February 2023
Appointed Vaughan, Joanne as Director
31 March 2022
31 March 2022
7 June 2017
2 May 2014
31 August 2006
4 August 2006
Appointed Robertson, Gregory Peter as Director
4 August 2006
4 August 2006
4 August 2006
4 August 2006
15 June 2006
15 June 2006
Ownership 1 active
People and entities with significant control, from the Companies House PSC register
Corporate entity · Notified 30 January 2025
Owns 75–100% of shares
Holds 75–100% of voting rights
Right to appoint and remove directors
Private Limited Company
Reg. no. 09404621
Former controllers (2)
7 June 2017
7 June 2017
Ceased Greg Robertson — Owns 25–50% of shares
Group structure 60 shown
Ownership group derived from the Companies House PSC register
Schroder Administration Limited Owns 75–100% of shares
Benchmark Capital Limited Owns 75–100% of shares
Benchmark Financial Planning Limited Owns 75–100% of shares
Best Practice Ifa Group Limited Owns 75–100% of shares
Bright Square Pensions Limited Owns 75–100% of shares
Chartered Independent Limited Owns 25–50% of shares
Creative Technologies Ltd Owns 75–100% of shares
Evolution Wealth Network Limited Owns 75–100% of shares
Finura Partners Limited Owns 75–100% of shares
Fusion Wealth Limited Owns 75–100% of shares
Oculus (Holdings) Limited Owns 75–100% of shares
Robertson Baxter Limited This company Owns 75–100% of shares
Schroders Investment Portfolio Services Limited Owns 75–100% of shares
Unique Financial Planning Limited Owns 75–100% of shares
Gatwick Hotel Feeder GP LLP Right to 75–100% of surplus assets
Schroder Financial Holdings Limited Owns 75–100% of shares
Schroder Corporate Services Limited Owns 75–100% of shares
Schroder Financial Services Limited Owns 75–100% of shares
Schroder Investment Company Limited Owns 75–100% of shares
Schroder Pension Trustee Limited Owns 75–100% of shares
Schroders Capital Junior Infrastructure Debt United Kingdom GP LLP Holds 25–50% of voting rights
Schroder International Holdings Limited Owns 75–100% of shares
Croydon Gateway GP Limited Owns more than 25% of shares
Croydon Gateway Investments Limited Owns more than 25% of shares
Croydon Gateway Nominee 1 Limited Owns 75–100% of shares
Croydon Gateway Nominee 2 Limited Owns 75–100% of shares
Future Growth Capital (Holdings) Limited Owns 50–75% of shares
Relf Audley Retirement Living II LLP Holds 75–100% of voting rights
Relf Audley Retirement Living LLP Holds 75–100% of voting rights
Relf Partnership I LLP Holds 75–100% of voting rights
Relf Partnership II LLP Holds 75–100% of voting rights
Ruskin Square Phase One LLP Holds 25–50% of voting rights
Schroder Investment Management Limited Owns 75–100% of shares
Schroder Pension Management Limited Owns 75–100% of shares
Schroder Recap SSF Nominee 1 Limited Owns more than 25% of shares
Schroder Recap SSF Nominee 2 Limited Owns more than 25% of shares
Schroder Unit Trusts Limited Owns 75–100% of shares
Schroder Private Assets Holdings Limited Owns 75–100% of shares
Aaf I L.P. Right to appoint and remove a person
Aaf II L.P. Right to appoint and remove a person
Aaf Iii L.P. Right to appoint and remove a person
BKMS II L.P. Has significant influence or control
BKMS L.P. Right to appoint and remove a person
Cresta II L.P. Right to appoint and remove a person
Cresta L.P. Right to appoint and remove a person
Eem II L.P. Right to appoint and remove a person
Eem L.P. Right to appoint and remove a person
Schroder Wealth Holdings Limited Owns 75–100% of shares
Schroder Wealth International Holdings Limited Owns 75–100% of shares
Financials
Figures from 2024 accounts. Newer accounts, made up to 31 December 2025, are filed but not read yet. See them on Companies House
- Net Assets
- £219,489
- Cash
- £85,366
- Debt Ratio
- 50%
- Current Ratio
- 1.7x
Trend
Net Assets
Balance sheet detail
| 2024 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|
| Fixed Assets | £94,825 | £114,008 | £140,531 | £168,384 | £198,119 | £226,791 |
| Current Assets | £346,292 | £410,307 | £383,032 | £452,033 | £386,502 | £288,429 |
| Debtors | £260,926 | £274,701 | £254,087 | £219,093 | £221,022 | £185,080 |
| Cash | £85,366 | £135,606 | £128,945 | £232,940 | £165,480 | £103,349 |
| Creditors (< 1 year) | £205,154 | £307,740 | £216,081 | £234,762 | £239,056 | £186,411 |
| Creditors (> 1 year) | £7,974 | £21,664 | £51,340 | £83,948 | £116,933 | £103,522 |
| Net Current Assets | £141,138 | £102,567 | £166,951 | £217,271 | £147,446 | £102,018 |
| Net Assets | £219,489 | £183,911 | £241,142 | £279,707 | £208,632 | £202,287 |
| Shareholder Funds | £219,489 | £183,911 | £241,142 | £279,707 | £208,632 | £202,287 |
Filings
Recent filings only. See the full history on Companies House
| Date | Description | Made Up To | Pages | |
|---|---|---|---|---|
| 27 June 2026 | Confirmation statement with updates | 14 June 2026 | 4 | |
| 26 June 2026 | Director's details changed | 2 | ||
| 24 September 2025 | Total exemption full accounts | 31 December 2024 | ||
| 21 July 2025 | Appointment of a director | 2 | ||
| 27 June 2025 | Withdrawal of a person with significant control statement | 2 |
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