Helen Morgan

Client Services Manager

About Helen

Helen has been a team member at Robertson Baxter since 2009. In her current role, she manages the team who process all client paperwork and transactions and ensures that an excellent service is provided to our clients.

When she’s not busy working, Helen is kept busy by her son, Dexter. She also enjoys spending time on the family farm.

Helen was shortlisted again as a finalist for Team Leader of the Year (small / medium firms) in the Professional Adviser Women in Financial Advice Awards 2023. She was also a finalist for Role Model of the Year (small / medium firms) in the Professional Adviser Women in Financial Advice Awards 2022 and in 3 categories in 2021 – Team Leader of the Year, In-house Adviser Support and Role Model of the Year (small / medium firms). Congratulations to Helen, a great achievement to be a finalist in so many categories for 3 years’ running now!

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

Helen in the spotlight

On an ideal weekend, you can find me

On the farm with my family enjoying the beauty of nature and viewing the fields for miles

My favourite holiday destination is

Jamaica

My favourite song to play in the car is

Anything by ABBA

The first album I bought was

Tragic Kingdom by No Doubt

If I could be any fictional character, I would be

Captain Marvel

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

Gymnastics

When the dessert menu arrives, I’m looking for

Cheesecake

The three qualities that draw me to new people are

A smile, humour and kindness

My pet peeve is

Having to repeat myself

The best gift I’ve ever received is

My son

The three people at my dream dinner party would be

Anthony Hopkins, Gerald Butler and David Attenborough

The three small things that make my day better are

A good brew, a hug from my son and a giggle

Awards we’ve received along the way

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