Two Robertson Baxter IFAs Named in The Times UK’s Top-Rated Financial Advisers

We’re delighted that two of our advisers; Simon Shorthouse and Antony Barton, have been recognised and listed in the recent VouchedFor 2019 Guide to the UK’s Top-Rated Financial Advisers.

VouchedFor is a ratings site that lists financial and legal professionals and helps consumers access the best available advice at all stages of their lives. The site has accumulated over 100,000 verified client reviews and conducts its own extensive checks and monitoring.

The pull-out guide in The Times on Saturday 23rd February featured the UK’s top advisers as ranked by verified client reviews based on the service that they have received.

Antony Barton, Senior Adviser at Robertson Baxter commented, “The ongoing uncertainty surrounding the UK’s political and economic future is encouraging many people to seek financial advice. The aim of the VouchedFor guide is to help demystify the advice landscape and highlight financial advisers who are consistently doing an excellent job for their clients. As such I’m delighted to feature and thank my clients for the positive reviews”.

Simon Shorthouse, Associate Director, added further, “There is a wide spectrum of people who require advice, plus there is a misconception that financial planning is all about investing money. We focus on making the most of your wealth, minimising tax, having your money in the right place, and ensuring that you have enough to live your best life. VouchedFor assists people to find the right adviser by listing fully verified reviews for advisers whose identity and qualifications have been checked and are registered with the Financial Conduct Authority.”

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    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