John Douglas

Chartered Paraplanner

About John

John began his career in Financial Services in 2003, in an office administration role. He worked his way up over time, becoming a Relationship Manager and subsequently Financial Adviser. John changed roles to become a career Paraplanner in 2021, and joined Robertson Baxter’s Technical Team in July 2023 as a Chartered Paraplanner.

In his role John 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.

In his spare time, John is a keen football fan and holds a season ticket at Huddersfield Town. He enjoys running and going to his local pub which his wife co-owns and manages.

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

John in the spotlight

On an ideal weekend, you can find me

At the Huddersfield park run, followed by watching football at the John Smiths Stadium

My favourite holiday destination is

Edinburgh

My favourite song to play in the car is

Rock and Roll Star by Oasis

The first album I bought was

Too-Rye-Aye by Dexy's Midnight Runners

If I could be any fictional character, I would be

Austin Powers

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

Moaning

When the dessert menu arrives, I'm looking for

The calculator to divvy up the bill

The three qualities that draw me to new people are

Patience, kindness and supports Huddersfield Town

My pet peeve is

Tissues being left in the laundry

The best gift I've ever received is

A birthday trip to the Open Golf Championship at St. Andrews ( I got in for free as an under-16 year old on my 23rd Birthday!)

The three people at my dream dinner party would be

Britney Spears, Alan Partridge, Neil Warnock

The three small things that make my day better are

A morning cup of tea, going on a run and sitting next to Barney Wood and Rebecca Dean in the office.

Three things I haven't done so far include

Visit New York, meet Britney Spears, support Liam Gallagher on a stadium tour.

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