Independent Financial Advisers.
Established 1911.

Pensions

Plan confidently for retirement with tailored pension advice designed to support your long term financial security.

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Inheritance Tax Planning

Protect your family’s future with inheritance tax planning tailored to preserve more of your wealth for loved ones.

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Mortgages

Find the right mortgage solution with expert guidance tailored to your circumstances, goals and future plans.

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In a service industry the endorsement of our clients is paramount to us.

People we've helped:

Nigel Jones

For over 15 years, W B Baxter have provided unparalleled professional advice and service for all our insurance requirements. Having a broker that can deal with all Corporate, Private Medical, Financial Services and our own Private Client insurance requirements has been invaluable. I would not hesitate in recommending Baxters to any of my friends and business associates.

D Davies, Kent

I have been a private client of W B Baxter for many years. They provide an excellent personal service. It is fantastic to be able to deal with the same person year in year out unlike dealing with a call centre.

I would not hesitate in recommending W B Baxter to friends and family.

Meabh Quoirin, Managing Director, Foresight Factory International Ltd

Foresight Factory International Ltd has worked with W B Baxter for a number of years now and we’ve always received a thorough, expert and professional service from them.

David Hudson, CEO, Guildhouse Group

While their premia are competitive the most important aspect is their professionalism and personal attention: things get sorted when they need to be.

W B Baxter Financial Services provides clear, tailored financial advice to help individuals, families and businesses plan confidently for the future.

From pensions and investments to mortgages and inheritance tax planning, our experienced advisers take the time to understand your goals and deliver practical solutions built around your long term financial wellbeing.

W B Baxter Have Moved!

Investment Magazine Winter 2024

Unbiased Advice

We offer impartial, independent advise and are pleased to be an ‘Unbiased Trusted Professional’ business.

Social Responsibility

Whilst the core principles of Insurance remain largely unaltered, the way we conduct business has changed immensely.

Company History

Maintaining our reputation since 1911, we pride ourselves on delivering professionalism, transparency and integrity.

Discover how tailored financial advice can help you plan confidently for the future.

W B Baxter Financial Services,
Regus Civic Building,
2nd Floor,
323 High Street,
Epping, Essex,
CM16 4BZ


Copyright W B Baxter Financial Services.
W B Baxter Ltd is authorised and regulated by the Financial Conduct Authority (FCA). Company Registration Number: 277519 | FCA Registration Number: 146480. If you have a complaint or dispute with us and are unable to resolve this to your satisfaction, we are obliged to offer you the Financial Ombudsman Service to help resolve this, please see the following link for further details: financial-ombudsman.org.uk