Our culture & values

At Robertson Baxter, we are people-focused in everything we do. We look after our team in the same way that we look after our clients, building and investing in personal relationships for the long term. This is the foundation of our business and what continues to make our business so successful. We’re incredibly proud of the culture we have created, one that is built on shared values and a team approach.

Our culture…

Our team are decent, warm, talented people who work to the highest standards and like to make a difference. As a business we always want to innovate and grow and the work we do is challenging and rewarding.

Our culture therefore needs to provide the right environment for this to happen. It is supportive, collaborative, nurtures talent, development, continuous improvement and progression. We work hard to maintain our culture. We ask our team to provide regular feedback scores on how we are doing and we listen, adapt and learn as we evolve.

If you are the right person for Robertson Baxter it will be important to you that we live and breathe our values, we look after our people and are flexible to their needs and we know you have an important life outside of work. You will love that the nature of the work is challenging and feeling that you make a difference to the people we report to – our clients.

Our values…

Respect and care 

Open and honest 

Be accountable 

Be a team

Always learning

EXcellence in all we do

Be part of something special

If you’re someone who shares our values and cares about the things we do, we want to hear from you. We’re always looking out for new talent to join our team – come find out what life is like at Robertson Baxter.

Join the team

Awards we’ve received along the way

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