Helen Morgan

Client Services Manager

About Helen

Helen has been a team member at Robertson Baxter since 2010. In her current role, she manages and oversees all of our client paperwork and transactions. Helen is also responsible for planning, researching and preparing client interviews.

When she’s not busy working, Helen is kept busy by her son, Dexter. She also enjoys taking nice walks with her dog, Sonny and spending time on the family farm.

Helen has been shortlisted as a finalist for Role Model of the Year (small / medium firms) in the Professional Adviser Women in Financial Advice Awards 2022. She was also a finalist in 3 categories for the Professional Adviser Women in Financial Advice Awards 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!

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


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


When the dessert menu arrives, I’m looking for


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