Robertson Baxter Set the Platform For Growth In 2019 With New Home

Yorkshire IFA firm, Robertson Baxter, has recently moved into a new home following positive growth of the business throughout 2018.

The IFA, which looks after high net worth individuals, companies, trustees and charities, is now located at Beck House, Abbey Road in Shepley, which offers the potential to accommodate further growth of the business; providing additional client meeting rooms and breakout areas for staff.

The building is located just half a mile down the road from their previous home, The Mill, which means that existing clients continue to enjoy a familiar location and also provides a more prominent location for new business, prompting 4 enquiries already from potential new clients since the start of the year.

Greg Robertson, CEO, said “The move to Beck House is a significant step for RB and we are excited to develop and grow into it. Following the celebration of our 10th birthday in 2017/18 we felt that it was the right time to look at the next steps to support the growth of the team and the business.”

Stephen Baxter, Managing Director, said “We spent time working with architects and builders to develop the property into the great space it is now. We took the positives from our previous office and learnt from the areas that could be improved upon, turning Beck House into a fantastic environment for both our clients and staff.”

Greg added, “Our team are incredibly important to us and ensuring they enjoy being at work is key to a successful workforce. We have also added a fully fitted kitchen to the office and this was greatly appreciated by the team when they cooked up a Christmas dinner which allowed everyone to get together before the festive break.”

The move comes after a significant year for RB, in which they were selected as Best Practice Representatives for the Parliamentary Review in 2018 and nominated for Financial Team of the Year at the Yorkshire Financial Awards 2019.

RB look forward to welcoming clients, professionals and new employees to the new premises throughout 2019.

New Address: Beck House, 1 Abbey Road, Shepley, Huddersfield, HD8 8EP

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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

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    Winner - Director of the Year

    Joanne Vaughan

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    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