Liz Townend

Financial Controller

About Liz

Liz has a key role within the team at Robertson Baxter, reporting into the leadership team each month and the board of directors every quarter. On a day to day basis, Liz handles all payments, as well as uploading and entering information into our accountancy software. Liz also liaises with our accountants to prepare our vital financial reports and has embedded new systems and software into the business.  Her skill in preparing detailed forecasting is an integral part of our strategic growth as a business.

As recognition of all her hardworking and committed to both Robertson Baxter and the profession as a whole, Liz was named as a finalist for the Professional Adviser Women in Financial Advice Awards 2020 – ‘In-house Adviser Support’.  True testament to Liz’s invaluable role within the business.

Away from the office, Liz is incredibly sociable, spending time with her wide group of friends, and thoroughly enjoys concerts and gigs.  Liz can often be found dressing up in random costumes!

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

Liz in the spotlight

On an ideal weekend, you can find me

At a concert or festival. If I have nothing planned, I love a PJ day watching movies.

My favourite holiday destination is

Barbados

My favourite song to play in the car is

Life is Beautiful

The first album I bought was

TOTO

If I could be any fictional character, I would be

Willy Wonka

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

Being the best out of sync dancer

When the dessert menu arrives, I’m looking for

Jam Roly Poly & custard

The three qualities that draw me to new people are

Positivity, kindness, honesty

My pet peeve is

Someone not saying thank you when you open a door for them.

The best gift I’ve ever received is

A surprise trip to Disneyland Paris for my 40th

The three people at my dream dinner party would be

Freddie Mercury, Brad Pitt, Princess Diana

The three small things that make my day better are

Sunshine, music, chocolate

Three things I haven’t done so far include

Skydive (never will), Swam with dolphins, Walked up Snowdonia

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