The Mayor of Kirklees visits Robertson Baxter

We were honoured today to receive a visit from the Mayor of the Borough of Kirklees, Councillor for Mirfield – Martyn Bolt. The visit was to recognise and thank Robertson Baxter for the support that we have shown to One Community Foundation for Kirklees since its inception in 2010. One Community has been chosen as this years Mayors Charity.

Director Stephen Baxter said, “we were thrilled to receive the visit from Martyn, as a business in Huddersfield we have been keen to support the amazing work that One Community have undertaken, by giving them our time and expertise, it was terrific to be recognised and thanked in person by the Mayor.”

One Community is a non-profit organisation that provides funding for voluntary community action throughout Kirklees by establishing endowment funds that generate increasing levels of income to provide grants. It is the investment of these endowment funds and the managing of income that Robertson Baxter has advised One Community.

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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