Appointment of 2 New Directors

Strategic appointment to consolidate recent growth and provide a platform for future growth

Robertson Baxter is pleased to announce the appointment of 2 Directors to the board, bringing the total number of board members to 5.

Antony Barton, Director of Financial Planning, has been with the firm since 2016 as a Financial Planner and more latterly Senior Financial Planner. Antony’s role is to ensure that RB clients continue to receive excellent outcomes through developing both our advice proposition and our adviser team.  He will continue to provide advice to a number of RB’s clients.

Joanne Vaughan, Director of People and Operations, has also been with RB since 2016 in the role of Practice Manager. Jo is responsible for leading and managing our people to provide excellent service to our clients and she coordinates the operations functions to ensure that the business runs effectively. It is a wide and varied role that brings together every aspect of the business.

Stephen Baxter, Managing Director of Robertson Baxter said “It gives me enormous pleasure to announce these two appointments. Both Jo and Antony have been integral to the recent success of the business. They epitomise our culture and values and will be fundamental to our continued growth. They are both advocates for our clients and can now shape that at Board level”.

Antony Barton has many years financial service experience in large institutions such as HSBC. He also owned and ran his own retail business for 10 years. This experience from inside and outside of the industry gives him valuable insights when looking after RB clients. A Top-Rated adviser in the VouchedFor Sunday Times annual guide for the last 5 years, he delivers first class financial planning to RB clients.

Joanne Vaughan is a linguist, qualified secondary teacher and executive coach and has spent most of her career managing and developing people. She has worked in and with businesses in the manufacturing, education and professional services sectors and managed customer service and sales teams for a considerable number of years. Her skills and experience are invaluable when running the many aspects of operations within a financial services firm.

In 2022 Jo was shortlisted as a finalist in the national Professional Adviser Women in Finance awards for ‘Team Leader of the Year’.

“I am passionate about culture, high standards and excellent service” said Jo. “It is recognition of how important this is to the firm that I have been appointed to the Board”.

“The delivery of excellent client outcomes is at the heart of RB.  I am committed to continuing to improve the business through the evolution of our proposition and the development of our already excellent team,” said Antony.

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    Awards we’ve received along the way

    2024 – Yorkshire Financial Awards

    Finalist - Financial Adviser Team of the Year

    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