Independent Financial Advisers.
Established 1911.

Retirement Planning Advice

Plan ahead for retirement with guidance designed to help you achieve long-term financial confidence and peace of mind.

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Savings and Investment Planning

Grow your wealth with savings and investment solutions tailored to support your future plans and financial ambitions.

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Life Insurance and Critical Illness

Protect yourself and your family with cover designed to provide financial support during serious health challenges.

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

People we've helped:

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.

Bill & Angela Hampshire

Dear Jamil, we felt very comfortable with you right from the start. You have a friendly yet business like attitude and explained everything very clearly to us. We now feel more confident about our financial decisions in retirement and will have no hesitation in recommending you and Baxters to anyone who needs financial help.

ASG Productions

Jamil recently helped me sort out my pension. His friendly and professional manner straight away makes you feel comfortable. Everything is explained in detail with great transparency. Fees are very reasonable and everything was sorted out very quickly. Can highly recommend.

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,
Regus Civic Building,
2nd Floor,
323 High Street,
Epping, Essex,
CM16 4BZ


Copyright W B Baxter
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