Audrey Piechura

Senior Client Services Administrator

About Audrey

Audrey brings a wealth of experience in financial services to her role as Client Services Administrator, looking after all aspects of  administration for her clients and our planners, ensuring everything runs smoothly.  Her daily duties include new business processing, preparing review packs and valuations, dealing with requests and queries between review meetings.

In her spare time, Audrey enjoys walking, swimming and reading. She has recently acquired half a share in an allotment and has started growing her own fruit and veg.

What others say about Robertson Baxter

In our recent survey 100% of clients view us as their trusted advisers for their financial affairs .

A client in West Yorkshire

88% of people in our recent survey believe working with us has had a positive and meaningful impact on their lives.

A client in West Yorkshire

96% of clients would recommend us to their family and friends

A client in West Yorkshire

Audrey in the spotlight

On an ideal weekend, you can find me

At the allotment

My favourite holiday destination is

USA

My favourite song to play in the car is

Anything by Foreigner

The first album I bought was

Rubber Soul

If I could be any fictional character, I would be

Miss Marple

If I could turn any activity into an Olympic sport, I would win a medal in

Clothes shopping

When the dessert menu arrives, I’m looking for

Trifle

The three qualities that draw me to new people are

A warm personality, sense of humour, no ego

My pet peeve is

Bad manners

The best gift I’ve ever received is

A pair of earrings

The three people at my dream dinner party would be

Nelson Mandela, Stephen Fry, Florence Nightingale

The three small things that make my day better are

My car starting – it’s on its last legs, seeing what’s growing in my garden, a hug from my husband.

Three things I haven’t done so far include

Going to Australia, staying at The Burj Al Arab, going to a Wimbledon tennis tournament

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