Blog

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

Market Update October 2022

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RBulletin – Summer 2022

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Market Update May 2022 – a Message from Robertson Baxter

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Exciting Updates & Christmas Wishes

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Introducing John Chadwick, our new Chartered Financial Planner

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Summer Update – People and Projects

We’re more than half way through 2021 now, and what a year it has been so far! The office is coming back to life as we steadily welcome back clients and visitors, and it has been a hive of activity behind the scenes. Here is a snappy round-up to bring you up to speed

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Client Spotlight: Pavers Charitable Foundation

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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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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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How stock markets perform after heavy falls

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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