Robertson Baxter Ranked In List of Top UK IFAs

Huddersfield-based Robertson Baxter is one of the top IFA firms in the country according to the UK’s leading independent IFA ranking system, VouchedFor.

VouchedFor is an online portal where investors can find trusted financial advisors in their area. Their Top Rated award has been created to help identify and highlight the professionals on VouchedFor that have received the highest volume of positive client reviews in the past 18 months.

The latest results have just been published and show that Joint Managing Director, Stephen Baxter, has received an overall rating of 4.9 stars out of 5 from his 37 reviews from Robertson Baxter clients, putting him amongst the top ranked IFAs in the region.

“We’re delighted to be on the VouchedFor list mainly because all the reviews are done by clients, so it’s quality, independent feedback,” said Stephen Baxter, whose firm manages the financial future of 200 very high net worth individuals, trustees and charities.

“It not only shows us how we are doing as a firm, but also shows prospective clients the excellent level of advice and service we give to our current clients.

“As well as the public-facing benefits of being in the list, half a dozen of our current clients came through enquiries via VouchedFor, so it’s had a real benefit for the business.”

Robertson Baxter, now in its tenth year of trading, has continued to go from strength to strength. The firm has built up a reputation regionally as one with exacting standards, superior quality of advice and industry-leading client servicing.

VouchedFor’s aim is to raise standards within the profession by shining a light on a professionals’ performance. The site also acts as a business development tool, meaning professionals spend less time and money drumming up business. It’s effectively the TripAdvisor for the financial services industry.

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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