Robertson Baxter To Represent Financial Industry in The Parliamentary Review

Robertson Baxter has been selected to contribute to this year’s publication thanks, according to a spokesperson at The Review ”˜for their dedication to raising standards and improving education in the financial sector.’

Considered to be representing best practice in the sector Stephen Baxter – Managing Director at RB – will have his say on the current opportunities and challenges facing the industry in UK

The Parliamentary Review includes political commentary from journalists, secretaries of state, ministers and businesses. It focuses on specific government policy areas such as finance, healthcare, transport, education, technology and energy.

It aims to share best practice amongst policymakers and business leaders, consisting of discussion from award-winning journalists and business leaders.

“It’s a great honour to be chosen as a best practice representative for the industry,” said Stephen.”

“We have worked tirelessly since Greg and I founded RB 11 years ago doing the right things and creating an environment where we can create the best possible client outcomes.

“The fact that our work has been noticed at the highest level is extremely gratifying.”

Chief editor, the Rt Hon David Curry, the former MP for Skipton and Ripon, added: “It’s companies like Robertson Baxter that make me proud to be from Yorkshire.”

Previous editions have featured forewords from high profile politicians including Prime Ministers Theresa May and David Cameron. Organisations that have featured in The Parliamentary Review include Centrica, Christie NHS Foundation Trust and many others.

The Parliamentary Review’s release is marked by an annual gala at the Palace of Westminster which will be attended by both founders of the business Stephen Baxter and Greg Robertson.

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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