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