Blog

We like to stay up-to-date in the financial planning world. Check out our latest content and news articles here.

Robertson Baxter Celebrates ‘Rising Star’ Win for Paraplanner Chloe Timperley

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Some good news to start the year: RB Update January 2021

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Antony’s Top 3 Lessons from 2020

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Tis The Season To Be Jolly…Optimistic

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Introducing Wealth Platform Version 2.0

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Planning to retire early? The minimum pension age is set to rise from 2028

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Taking Stock: Our Lockdown Journey So Far

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RB Paraplanning Team Leader Dan Willers shortlisted in 2020 Professional Paraplanner Awards

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An important Lifetime ISA (LISA) change you may have missed

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Parents can save twice as much into a Junior ISA in 2020/21

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RB Shortlisted for the 2020 Professional Adviser Women in Financial Advice Awards

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4 Silver Linings to Consider in May 2020

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Awards we’ve received along the way

2024 – 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 - 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