Robertson Baxter Appoints Two New Key Members to Join the Growing Team

Robertson Baxter is delighted to welcome two new members of staff to their growing team, Jo Sparagna and Stephen Crawshaw, taking the total number of staff to 13.

Jo Sparagna joins as Operations Manager, a newly-created role which will allow Joint Managing Directors Greg Robertson and Stephen Baxter more time to focus on the growth of the business.

Jo, who joins us from Azure Consulting Ltd will be responsible for managing all internal departments including the client services team, technical team and the finance team. She will also head up Robertson Baxter’s HR processes as well as oversee the learning and development of all staff.

Jo’s qualifications in management including Level 3 in First Line Management, Level 5 in Coaching and Mentoring and a BA Hons in European studies and languages will add to the firm’s expertise. Jo has worked in leadership and management as well as training for the best part of her career and has valuable experience to add to the team at Robertson Baxter.

“I am thrilled to be joining the RB team!” Jo said, “They are professional, friendly, work to the highest standards and care about their people. I am passionate about the client experience, working with people to reach their full potential, problem-solving, learning and making systems, processes etc. more effective and am looking forward to utilising my skills and experience to make a positive impact within the business. I am excited about taking on this new challenge and to be able to play a part in taking RB forward into the future.”

Stephen Crawshaw joins the Client Services team as Client Support Administrator, where he will assist the advisers, whilst carrying out administrative work to ensure that records are kept accurate and up to date.

Stephen joins Robertson Baxter after spending eleven years working as a workflow Senior Administrator at Capita Asset Services, who are fund managers and Third Party Administrators.

Stephen is currently working towards the IOC (Investments Operations Certificate) and is studying the Collective Investments Section, which is the second exam of three.

Stephen said “I am very excited and enthusiastic about starting at Robertson Baxter, and am really looking forward to learning more in my role and working with a great bunch of people!

“We are delighted to welcome Jo and Stephen to the team.” Joint Managing Director, Stephen Baxter said, “These appointments are part of our strategic growth and will enable us to continue to improve our service to our clients.”

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    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

    Joanne Vaughan &  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