Charlotte Slack

Business Administrator

About Charlotte

Charlotte is our business administrator, one of our newer team members. Her role is a varied one ensuring the business runs smoothly, including client support, facilities, compliance, management reporting and organising events.  Charlotte is always there to provide support to senior members of the team.

In her spare time, she loves to have days out, creating memories with her family and friends. When she can, Charlotte likes to travel and explore new places.

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

Charlotte in the spotlight

On an ideal weekend, you can find me

Relaxing and socialising with my family and friends

My favourite holiday destination is

My honeymoon in Dubai and the Maldives

My favourite song to play in the car is

Tina Turner – Proud Mary

The first album I bought was

Spice Girls

If I could be any fictional character, I would be

Susan Storm (Fantastic Four)

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

Cocktail Making

When the dessert menu arrives, I’m looking for

Profiteroles

The three qualities that draw me to new people are

Loyalty, Trust and Honesty

My pet peeve is

When anything is not in the right order or where it should be

The best gift I’ve ever received is

My engagement ring – to have someone who wants to spend the rest of their life with you

The three people at my dream dinner party would be

Liam Hemsworth, Kate Middleton and Freddie Flintoff

The three small things that make my day better are

A hug, a cup of tea and the people around me being happy

Three things I haven’t done so far include

Climbing the Three Peaks, surfing and running a half marathon

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