New Model Adviser

We are delighted to have been featured as Cover Stars by national publication New Model Adviser, having been recognised for the quality of our advice and service proposition. The article underlines our growth story over the last 6 years, where we now manage over 100 million of client money with the aid of our highly skilled 10 members of staff.

Clearly this is a something we are very proud of and despite the fact that the London based journalist placed our office in the Peak District and stated that we are not convenient for either Huddersfield or Leeds (neither of which is true!) the content of the article was pretty accurate. We could nothing about the gales the previous night that blew the T from the signage at The Mill!

If you would like to receive a copy of the article in full please do get in touch.

Newsletter

    More stories

    24 Apr 2013

    Finance Bill 2013

    Read more

    11 Apr 2013

    Robertson Baxter win the Eaton Smith Business of the Month Award

    Read more

    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