About you

We work with people who have a vision; goals for the future, and and open mind about how to achieve those goals. With our help, we help all kinds of people get to where they want to be - financially and otherwise.

Whatever stage you are at in your financial planning and whether you have or haven’t worked with a financial adviser or planner before, we have the expertise to work with you to help you realise your goals. If you are new to Robertson Baxter, you may be wondering if we would be right for you and your situation. To help you decide, here are some examples where we could add value:

  • You want to plan for a transition to a different life stage e.g. retirement
  • You own a business and want to align your business and personal financial plans, or plan for your exit strategy
  • You feel that now is the time to get your financial plan in place for peace of mind in the future
  • You may have concerns about your own health or that of your loved ones and want to look at putting the best plan in place to alleviate any financial worries
  • Your time is valuable and you want to outsource the responsibility for managing your financial plan to a professional
  • You already have a financial adviser who is planning to retire, or you feel now is the time to make a change
  • You need some expert support and guidance with a sizeable financial decision e.g. inheritance, selling assets, a compensation award

Read more below about the types of clients we work with:

We also advise specific groups such as institutions, trusts and charities.  Trustees have additional responsibilities when it comes to investing trust assets, and it’s an area that can soon become quite complex. Here at Robertson Baxter, we’re specialists in assisting institutions and charities in fulfilling those unique responsibilities.

Learn more

Awards we’ve received along the way

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