Robertson Baxter Appoint Fantastic Media as Marketing Agency

Robertson Baxter, one of the region’s top independent financial advisers, has appointed Fantastic Media as its marketing agency.

Established in 2007 by Greg Robertson and Stephen Baxter, the Huddersfield-based firm manages the financial future of 200 very high net worth individuals, trustees and charities.

The firm’s signature style of client servicing and method of advising has seen them named in the UK’s top 250 financial advisers by independent rating website VouchedFor.

Branded the Full Circle Approach, Robertson Baxter’s industry-leading client servicing method begins with them listening to a clients’ individual circumstances and then tailoring a bespoke, truly independent financial strategy.

Coming into their tenth year of operation, owners Greg and Stephen wanted to take their brand to the next level. They took advantage of Fantastic Media’s INSIGHT process – an in depth method of business analysis that allows the agency to identify what marketing a company requires.

An integrated marketing agency, Fantastic Media adopts a channel-neutral approach and this resulted in an in depth strategy for Robertson Baxter that included a range of digital and traditional marketing tactics such as a new website and public relations.

“We’re delighted to be working with Fantastic Media,” said Joint Managing Director, Stephen Baxter. “They are highly regarded in the region and it was important for us to be working with an agency with the vision, capability and expertise to take us where we want to go.

“We’d heard good things from other businesses that have been through the INSIGHT process and we have been delighted with the results. It’s a refreshing approach and one a process that is similar to our Full Circle Approach, which is to analyse circumstances before making recommendations.”

“Greg and Stephen have built a terrific business – one that has terrific potential from a marketing standpoint,” added Andy Hobson MD at Fantastic Media. “They are a great client to have, not only because of their enviable reputation as one of the best IFAs in the region, but because they are an ambitious, progressive team which makes everything more beneficial for both businesses. We look forward to a long relationship with them.”

For more information visit: www.robertsonbaxter.com or www.fantasticmedia.co.uk

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    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