Joanne Vaughan

Director of People and Operations

About Jo

Jo has worked in leadership and management for most of her career, working in the manufacturing, education, training and development sectors prior to financial services. She has been with Robertson Baxter for 7 years and is responsible for leading and managing our people and ensuring that the business runs smoothly on a daily basis. Jo is passionate about developing people, customer service and driving continuous improvement, all key areas which support our ambitious future plans for growth.

Her passions outside of work are dance, learning languages, reading and being outdoors.  Jo is a proud mum to 2 daughters and enjoys spending her free time with her family.

Jo has been shortlisted as a finalist for Team Leader of the Year in the Professional Adviser Women in Financial Advice Awards 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

Jo in the spotlight

On an ideal weekend, you can find me

Eating a full veggie breakfast (cooked by someone else)/relaxing in a spa/watching a film/enjoying quality time with my family and enjoying a nice relaxing drink or two

My favourite holiday destination is

Mallorca or Ibiza

My favourite song to play in the car is

Super Duper Love – Joss Stone

The first album I bought was

Introducing the Hardline According to Terence Trent D'Arby

If I could be any fictional character, I would be

Wonder Woman or one of the Scooby-Doo gang

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

Hitting the dance floor on a night out

When the dessert menu arrives, I’m looking for

Lime cheesecake

The three qualities that draw me to new people are

Kind and generous nature, a cheeky smile and positive energy

My pet peeve is

Boxes not being flattened in the recycling bin

The best gift I’ve ever received is

A desk when I was about six

The three people at my dream dinner party would be

Alesha Dixon, Claudia Winkleman, Zoe Ball

The three small things that make my day better are

Sunshine, strong coffee, hugs from my children

Three things I haven’t done so far include

Visit Cuba, learn to play the piano, visit the Maldives