Luci Tinsley

Business Support Administrator

About Luci

Luci is a 3rd year student of Accounting and Finance at Durham University and joined RB in September 2023 for a 40-week work placement to gain insight into the world of Financial Advice, as her future career goal is to ultimately become a Financial Adviser. Luci is supporting a number of teams to ensure she gains a wide variety of practical experience and how each area of the business interacts; namely Marketing, Client Services and Reception so far. She has got off to a great start and is already proving herself an invaluable member of the RB team!

In her spare time Luci enjoys playing netball, going to the gym and spending time with her family.

Luci is extremely proud to be shortlisted for Trainee of the Year in the Yorkshire Financial Awards 2024.

 

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

Luci in the spotlight

On an ideal weekend, you can find me

Dog walking in the Lake District

My favourite holiday destination is

Val D'isere, France

My favourite song to play in the car is

Any country song

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

Online Shopping

When the dessert menu arrives, I'm looking for

Cheesecake

The three qualities that draw me to new people are

Humour, talkative, adventurous

My pet peeve is

Snoring

The best gift I've ever received is

My dogs - Doug and Ozzy

The three small things that make my day better are

Family, Hugs, Music

Three things I haven't done so far include

Skydiving, Backpacking Thailand, Running a marathon

Awards weā€™ve received along the way

2024 ā€“ 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 -Ā Team Leader of the YearĀ (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