Blog

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

Schroders Infographic: A view of the global economy in March 2019

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Our VouchedFor 2019 UK Top Rated Financial Adviser, Antony Barton Shares End of Year Tax Tips to Help You Get Your Finances Sorted

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Two Robertson Baxter IFAs Named in The Times UK’s Top-Rated Financial Advisers

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Schroders Infographic: A view of the global economy in February 2019

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Schroders Infographic: Annual review of world economy in 2018

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We’ve been Shortlisted for Yorkshire Financial Award

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Schroders Infographic: A view of the global economy in November 2018

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Brexit: 10 answers to questions investor may have

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Schroders Infographic: A view of the global economy in October 2018

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Schroders Infographic: A view of the global economy in September 2018

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10 Things Investors Need To Watch In Q4 2018

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Pensions and ISAs Unaffected by ”˜No Deal’ Brexit

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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