RBulletin December 2023

We’re feeling festive! The tree is up, we’ve enjoyed our Christmas do and the RB team are as busy as Santa’s elves, keeping the energy topped up with mince pies and chocolate as we finish everything off before taking a well-earned break over Christmas. Our last working day is Friday 22nd December, and the office reopens on Tuesday 2nd January 2024.

Here’s a round-up of what’s been going on at Robertson Baxter over the last couple of months.

 

People

Our team continues to grow! At the beginning of December Kate Brown joined us as a Paraplanner and Jo Davey joined us as a Client Services Administrator. Kate will be covering for Rebecca Dean, who will be finishing in January for maternity leave and Jo is a long-awaited replacement for Natalie, who left RB in June. They are both settling in well and have got off to a great start.

 

Activity / Achievements

Helen Morgan sadly wasn’t a winner at Professional Adviser Women in Finance Awards, but we are extremely proud of her nonetheless for being shortlisted as a finalist out of 100’s of entries from firms across the UK of all different sizes, some of those national. Well done Helen!

We are proud to share that Antony Barton, Dan Willers and Gillian Shirt have all received 10 positive reviews over the last 12 months on VouchedFor, a website directory for financial advisers. Thank you for providing feedback, it hugely motivates the team and helps build RB’s profile as an adviser firm of choice for potential new clients. 

We have been involved in various charitable activities, namely:

  • Antony Barton and Ben Collier completed the Leeds Abbey Dash 10k in October in aid of Age UK. A lot of the RB team opted out with various reasons/excuses(!), but dug deep to support them and donate to this worthy cause. Well done to both! 
  • Attended KACCL (Kirklees Annual Charity Christmas Lunch) – in aid of 2 young people’s charities which raised £28k, WACCL (Wakefield Annual Charity Christmas Lunch) – in aid of 7 local charities which raised £25k on the day and One Community Foundation Kirklees AGM and grant allocation panel meetings. One Community Foundation Kirklees is a local charity which supports a number of small local charities in Huddersfield and we are proud to work in collaboration with them.
  • Many of you expressed an interest in joining us for a cocktail/mocktail making event to raise funds for a local charity and we plan to reschedule this in the new year.

In November we entered into a collaboration with Oyster, a sustainability-focused managed print services provider. Despite embracing the latest technology, we still need to print on a regular basis as many providers still require paper applications and wet signatures. We now have printers which use lower amounts of energy, all our printed paper usage is reforested and ultimately our print costs will be lower. This collaboration takes us one welcome step forward in our efforts to minimise the impact of our business on the environment and support a quality firm.

 

Financial

If you have missed them, take a few minutes with a mince pie and drink of choice to read our recent blogs ‘Autumn Statement Summary November 2023’ and ‘Why bother investing?’

 

We would like to thank all our clients, partners and connections for your continued support and loyalty in 2023.

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

The Robertson Baxter Team x

Newsletter

    More stories

    05 Dec 2023

    Why bother investing?

    Read more

    27 Nov 2023

    Autumn Statement Summary November 2023

    Read more

    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