Our awards
We know that we deliver first-class financial planning. That's why it's incredibly rewarding when the quality of our work is acknowledged within the profession. Weā€™re always honoured to be nominated and to receive so many awards, both in Yorkshire and nationally. Take a look below and discover the accolades we've won and been shortlisted for in recent years.
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
Registered in England & Wales number: 5847483 | VAT Registration Number: 159 4227 91
Robertson Baxter Limited is directly authorised and regulated by the Financial Conduct Authority (FCA). FCA Registration Number: 462209
Guidance and advice is subject to the UK regulatory regime and is therefore restricted to consumers based in the UK.
The Financial Ombudsman Service is available to sort out individual complaints that clients and financial services businesses are not able to resolve themselves. To contact the Financial Ombudsman Service please visit www.financial-ombudsman.org.uk.
Production
