John

I now have confidence knowing we're in a good place, to do the things we want to do in retirement.

My name is John and I’ve been with Robertson Baxter now coming on to nearly three years.

We’ve always had financial planning, but Robertson Baxter, who were recommended by my sister-in-law. I was coming up to thinking about retirement and just thought it would be a good move to go to somebody like Robertson Baxter.

When I went to Robertson Baxter, what we were looking for was somebody to really take stock of our finances, where we were in life, where we’re going. So that’s why we went to them.

Decisions going forward after the meeting, was really to look at where we wanted to go and look at where we wanted to put our money to help us in the future. I think, by the questionnaire, and the talks with Antony, we were able to decide on what risks we wanted to take and what was best for us.

I’ve retired, a year into it. So, I’m loving life, some great advice from Antony. Even with the time of retirement on how to go about and what to do best, where to invest the money that I was going to get. I got a bit of a lump sum as well from retirement. Great advice.

It’s surreal, really, because it takes a little while to get used to it because it was full-on. I was a football coach and coach educator in the university sector. So, surrounded by young people, which are no longer there. I’m getting used to it. It’s great to go to bed at night and not worry about what’s happening the next day.

How I feel about my retirement going forward… Very, very confident. I think, working with Antony, and what is good is they’ve got the wealth platform where I can check all my finances online at an instant. I think Antony has just reaffirmed that I am quite comfortable without being a multimillionaire, I’m quite comfortable going forward. It’s just that confidence in knowing that we are in a good place to do things that we want to do.

I’m not sure how I would have felt about going forward if we hadn’t been working with Antony. But, now having worked with him, we’ve built up a really good relationship. I think the word is trust. I think I trust what Antony says and what he does. I think he’s got our interests at heart. So, I think we’re in a good place, having worked with Antony. He’s just given us the confidence to know that we have the money and what to do with our money, to enjoy going forward.

For us, I think the best thing about working with Robertson Baxter is that, like I said before, we have a trust that we’ve built up with Antony. Everything that I’ve been able to see with them is very professional. The bottom line, I have confidence that my money’s invested well it’s working well for me. I know that Antony’s working on my behalf as best you can.

Would I recommend Robertson Baxter? Speaking personally, definitely. They’ve been great for us. We’ve had previous advisers, which meet once a year or so. But I think with Robertson Baxter, it’s a continual process. They will contact us if they need to move our funds or if it’s not working. It’s all done in consultation, I think it’s just that continuous process throughout the year, which is brilliant for us.

For me, I’d describe them as trustworthy, they give me confidence, and are very, very professional in everything that they’ve done.

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