The Daily Telegraph Business Club video on Robertson Baxter

In 2013 we were asked by The Daily Telegraph Business Club to make a video for their website based on what they considered a “particularly interesting and inspirational case study…a great looking independent business, focussed on service…a story we are certain will appeal to the Telegraphs senior business audience”.

Seven years after establishing Robertson Baxter it is incredibly satisfying to have received such an endorsement of our work, national recognition and an opportunity to showcase our firm to The Telegraphs 1.9 million daily readers and 50,000 Telegraph Business Club subscribers. After much discussion, an interesting day of filming in our offices and the rolling countryside around Huddersfield plus many hours of editing we are delighted to unveil the finished video which is also available to view online via The Daily Telegraph.

We are enormously proud of what we have achieved so far and remain committed to providing the highest levels of independent financial advice providing a family office service to individuals, trustees and charities in Yorkshire.

To view the video click here

Newsletter

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    25 Feb 2014

    A warm welcome to Keila Stocks

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    16 Jan 2014

    Robertson Baxter Year End Report 2013

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    Awards weā€™ve received along the way

    2024 ā€“ Professional Adviser Women in Finance Awards

    Finalist in 2 categories - Adviser of the Year (North East) - Gillian Shirt and Team Leader of the Year (Small Firms) - Helen Morgan and Joanne Vaughan

    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 -Ā Team Leader of the YearĀ (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