Ben Collier

Technical Team Leader

About Ben

Ben began his financial career in 2017; as a Paraplanner for 5 years and Mortgage and Protection Adviser for 3 years. Ben made the move to Robertson Baxter in August 2023 as Technical Team Leader. In his role Ben works closely with our advisers and the Client Services Team to provide technical support, undertake detailed research and analysis and create bespoke financial planning reports for our clients. Ben is also responsible for the day-to-day management of his team and their workload.

In his spare time, Ben loves hiking and the outdoors; he has done most of the big peaks and trails in England and Wales. Ben also enjoys playing squash on the weekend with his partner and entering the annual giant pumpkin growing competition in which he came 4th in October 2022!

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

Ben in the spotlight

On an ideal weekend, you can find me

Hiking with the promise of a good pub at the end

My favourite holiday destination is

Japan

My favourite song to play in the car is

Ride of the Valkyries

The first album I bought was

Five - Invincible

If I could be any fictional character, I would be

Peregrin Took

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

Twiglet eating

When the dessert menu arrives, I'm looking for

Sticky toffee pudding

The three qualities that draw me to new people are

Humour, warmth and wit

My pet peeve is

When you let someone pass in the car and they don't say thankyou

The best gift I've ever received is

Millennium Falcon toy for my 7th birthday

The three people at my dream dinner party would be

Larry David, Ana de Armas & Zelenskyy

The three small things that make my day better are

Good weather, good food, good company

Three things I haven't done so far include

Visit Patagonia, ski in Hokkaido, climb Kilimanjaro

Awards we’ve received along the way

2024 – Yorkshire Financial Awards

Finalist - Financial Adviser Team of the Year

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