We’ve been Shortlisted for Yorkshire Financial Award

Robertson Baxter have been shortlisted for the Financial Team of the Year award at the Yorkshire Financial Awards 2019.

The Yorkshire Financial Awards is in its inaugural year and was developed to celebrate the work being done by the financial services industry in Yorkshire – the UK’s premier financial hub outside of London.

It recognises the achievements and successes of the region’s best and brightest firms and individuals honouring lenders, brokers, advisers and institutions, while also offering individual and team awards.

Robertson Baxter has been shortlisted in the Financial Team of the Year after a video submission from Managing Director, Stephen Baxter.

Robertson Baxter, which offers independent financial advice for high and ultra-high net worth families, has enjoyed a landmark year. 2018 has seen the team grow by 20% and represent Yorkshire in The Parliamentary Review for Best Practice in the financial industry.

“We are delighted and obviously proud to have been nominated for this award,” said Stephen. “It is testament to the team work and dedication of everyone here at RB.

“We have had a significant year of change internally and that has meant everyone pulling together and working for each other and we have been delighted with the togetherness and spirit in which people have done this.

“We are immensely proud of our culture and have worked hard to develop this over the past year and look forward to making more strides in this area in the future.”

The winners of the Yorkshire Financial Awards will be announced at a ceremony held on Thursday 21 February 2019 at New Dock Hall in Leeds.

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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