Feel the value of financial planning

First-class financial planning for people who strive for more. We deliver independent, personable financial advice to individuals and their families in the wider Yorkshire area. Let’s do something remarkable together.

About us

Everyone deserves the kind of financial advice they would want their loved ones to receive: honest, transparent, no-nonsense. We provide financial planning that help people achieve their long-term goals, no matter how life changes. It’s a full-circle, fresh approach to financial planning – and it’s one that gets results.

Learn more

Robertson Baxter profile

About you

Every financial situation is unique, and our clients are too. We work with people and their families who want to achieve more from their financial situation.

Hear from our clients

Mike

Robertson Baxter are competent, knowledgeable and very transparent.

Gayle

They have taken all the pain out of Financial Investment for me.

John

I now have confidence knowing we're in a good place, to do the things we want to do in retirement.

Richard & Sam

Robertson Baxter make the process easy and understandable.

Wendy

I'm happy to trust Robertson Baxter with my money.

Awards we’ve received along the way

2024 – Yorkshire Financial Awards

Winner - Financial Adviser Team of the Year

2024 – Yorkshire Financial Awards

Winner - Director of the Year

Joanne Vaughan

2024 – Yorkshire Financial Awards

Finalist - Director of the Year

Antony Barton

2024 – Yorkshire Financial Awards

Finalist - Independent Financial Adviser of the Year

Antony Barton & Gillian Shirt

2024 – Yorkshire Financial Awards

Finalist - Trainee of the Year

Luci Tinsley

2023 – Professional Adviser Women in Finance Awards

Finalist - Team Leader of the Year (small/medium firms)

2023 – Yorkshire Financial Awards

Finalists - Financial Adviser Team of the Year, Financial Adviser of the Year and Director of the Year

2022 – Professional Adviser Women in Finance Awards

Finalists - Role Model of the Year (small/medium firms) and Team Leader of the Year

2022 – Professional Adviser Awards

Finalist - Best Adviser Website

2022 – Yorkshire Financial Awards

Finalist - Independent Financial Adviser of the Year

2021 – Professional Adviser Women in Finance Awards

Finalist in 3 categories - Team Leader of the Year, Role Model of the Year (small / medium firms), Woman of the Year - In-house Adviser Support

2021 – Yorkshire Financial Awards

Winner - Rising Star of the Year

2021 – Yorkshire Financial Awards

Finalist - Financial Adviser Team of the Year

2020 – Professional Adviser Women in Finance Awards

Finalist - Financial Adviser of the Year - North

2020 – Professional Adviser Women in Finance Awards

Finalist - Woman of the Year - In-House Adviser Support

2020 – Professional Paraplanner Awards

Finalist - Paraplanner of the Year (In-house)

2020 – Yorkshire Financial Awards

Finalist - Customer Service Award

2020 – Yorkshire Financial Awards

Finalist - Financial Adviser Team of the Year

2020 – Yorkshire Financial Awards

Finalist - Rising Star Award

2019 – Yorkshire Financial Awards

Finalist - Financial Adviser Team of the Year