Blog

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

RBulletin – Summer 2022

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The Results are in: 2021 Robertson Baxter Client Survey

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Introducing John Chadwick, our new Chartered Financial Planner

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

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

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Welcome to our newest members of our growing team

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Robertson Baxter Set the Platform For Growth In 2019 With New Home

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

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We’ve been Shortlisted for Yorkshire Financial Award

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Robertson Baxter To Represent Financial Industry in The Parliamentary Review

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Robertson Baxter Supports NextGen Of UK Golfers

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My Adviser and Me – Bond of Trust

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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