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Orchard House, LS29 7SX Leeds, West Yorkshire  Show map  Hide map

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Business profile

We at Baxter Fensham are a fee based Holistic Financial Planners & Wealth Managers, operating from our Leeds, London and Worcester offices. Our role is to do for you, that which you would do for yourself, if you had the time, inclination and expertise.We work closely with our clients on a pro-active basis, planning, reviewing, monitoring. We can also facilitate clients other professional advisers, ensuring a co-ordinated approach. At all times privacy, confidentiality and forthrightness are assured. Our specialism's include, Financial Planning, Estate Planning, Tax Planning and Wealth Management services to trustees, business owners,retirees, members of the professions, and providing Court of Protection reports for solicitors. Although occasionally contracted for our Wealth Management services only, our view is, Wealth Management alone is of limited value, unless it forms part of a co-ordinated function toward meeting the clients objectives as a whole. Hence our belief in looking at the big picture, (the holistic view), when advising clients. We have a robust Wealth Management proposition, founded upon overwhelming empirical and academic evidence. Authorised and regulated by the Financial Services Authority.

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