Barney Wood

Trainee Financial Adviser

About Barney

Barney has been in Financial Services for over 7 years and has been at Robertson Baxter since April 2021. He started his career in a compliance role and has gone through the financial services process to understand the workings of the industry before joining Robertson Baxter as a Paraplanner in 2021.

Having worked as a paraplanner for two years and gaining a full understanding of the financial planning process, Barney moved over to the adviser team in October 2023 as a Trainee Adviser where he is developing his knowledge and skills to advise clients on investments, pensions, tax planning, estate planning and protection.

Barney is originally from Huddersfield and enjoys spending time with his family. He is a big football and Liverpool fan, as well as following Huddersfield Giants home and away. Barney spends his weekends playing football for a local team, watching basketball and socialising with friends.

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

Barney in the spotlight

My favourite holiday destination is

One with activities, good food and new things to see

My favourite song to play in the car is

Anything by Mumford and Sons or Arctic Monkeys

If I could be any fictional character, I would be

Captain Jack Sparrow

When the dessert menu arrives, I’m looking for

Cheesecake

The three qualities that draw me to new people are

Humour, engaging, enjoys a good beer/wine

My pet peeve is

Noisy eaters

The best gift I’ve ever received is

Weekend at a lakeside lodge with a hot tub

The three people at my dream dinner party would be

Kevin Hart, Jurgen Klopp, Will Ferrell

The three small things that make my day better are

My three little cousins

Three things I haven’t done so far include

Sky diving, swimming with sharks, visiting Australia

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

Catching food in my mouth

Three things I haven't done so far include

Sky diving, going to an NRL Grand Final, visiting Australia

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