RBulletin – December 2022

We hope you are keeping well and would like to say a very big welcome to our new clients who have joined RB in recent months. What a year we have had! Our team have worked so hard to deliver the excellent service you deserve and we would like to thank you all for your support and loyalty.

Here’s a news roundup as we head into the last working week of the year:

People

Our team continues to evolve both personally and professionally, with a few new faces:

Faye Mallinson joined us in September as a Receptionist to support with cover for Charlotte’s maternity leave. Many of you will have already met or spoken to Faye as she has been booking your review meetings and welcoming you when visiting the office. Faye loves to cook and bake and lives locally.

Gareth Martin joined us in November as a Technical Team Manager. Gareth brings his experience onboard to the team as both a paraplanner and manager and will provide much welcome increased capacity. Gareth lives in Leeds and is an avid football fan.

2 existing members of the team have been promoted! Barney Wood is now a Paraplanner and Natalie Hebden has been promoted to Technical Support Administrator. Barney and Natalie both joined RB in April 2021 and very quickly established themselves as valued members of the team. We are looking forward to seeing them fulfil their potential further in their new roles.

Rebecca Dean successfully passed her R02 Investment Principles and Risk exam in September. Technical exams are notoriously difficult, so this is a huge achievement for Rebecca on her path to become Diploma qualified and no mean feat to study while balancing work and care for her 1-year old baby son.

We still have some work to do to complete the desired structure within the business to support our plans for continued growth and look forward to being able to share further exciting announcements with you over the coming months.

Financial

Market activity has thankfully looked more promising in recent weeks after a very unstable year. Our most recent email communication piece explains how it is important to understand the investment cycle and we hope you found it reassuring. If you missed it please do have a read and of course please never hesitate to get in touch if you would like to discuss anything, it’s what we are here for!

New FCA Consumer Duty legislation comes into force next year. We welcome the FCA’s overall aim to raise the bar across the Financial Services sector to improve service to customers and set higher standards for consumer protection. This legislation will require firms to audit and evidence every aspect of how they operate which we see as a very positive move for our industry. We are approaching this from a strong starting point as we already set our bar very high, but we are not complacent and have appointed an internal team who will be working to ensure we meet all of the criteria required by next summer.

Technology

For those clients who like to make use of technology, there will be a new secure messaging function added to the Wealth Platform portal early next year. We will keep you posted when this is rolled out.

Festive entertainment recommendations

And finally… as you know, we usually recommend solutions for all manner of things including retirement, investment and inheritance tax to clients. For the festive break we thought why not deviate and share a few recommendations for TV, film, books and podcasts enjoyed by the team this year for you to sample? See how well you know us and try and match up the recommendation with the relevant team member. To read on click https://robertsonbaxter.com/rb-recommends-for-christmas-2022/. ‘Top Gun: Maverick’ was a particular favourite!

Wishing you all the very best for Christmas and the New Year from

The Robertson Baxter Team

 

Newsletter

    More stories

    20 Dec 2022

    RB recommends for Christmas 2022

    Read more

    31 Oct 2022

    Market Update October 2022

    Read more