Wendy

I'm happy to trust Robertson Baxter with my money.

I’m Wendy Furman, and I’ve been a client with Robertson Baxter for just over a year.

I needed a financial adviser, I had one previously, or rather my husband and I had worked with one previously for a long time. Then he retired and then my husband fell ill, and we were without one that we could trust, or we got on with for a number of years. Then sadly, my husband died at the end of 2019. I felt I needed to have a revamp of the finances that, that he had and I had, and bring things together. So I had a clearer picture of how I stood for the future.

I chose Robertson Baxter on the recommendation of a solicitor, who I was working with following the death of my husband at the end of 2019. My son and he were colleagues, and I felt that Robertson Baxter would be the kind of firm that I would be happy to trust with my money.

I’ve been working with Antony at Robertson Baxter and he’s helped me tremendously to consolidate the financial situation I was in. So I actually have a clearer picture now of where I stand financially and it helps me towards the future.

I feel far better informed than I was. We’ve simplified things somewhat. So, I have a very clear understanding of what investments are and how much risk they involve. But also, I know now, how much money I’ve got to spend.

The whole process, right from the initial meeting and then the process of going through what the options are, has been very gentle. At no point have I felt I’ve been pushed in any direction against my wishes. It’s given me a much better understanding of my financial affairs.

I felt that my needs were being catered for and Antony took a lot of time and trouble in ensuring that we got the best fit for what I wanted.

Three words I would use to describe Robertson Baxter, are trustworthy, friendly, and professional.

They’ve been very, very good to me and certainly helped me out of a situation where I was a little bit lost, following my bereavement. It’s been a company which I would recommend wholeheartedly to anybody.

Awards we’ve received along the way

2024 – Yorkshire Financial Awards

Finalist - Financial Adviser Team of the Year

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