Young adults

If you’ve been gifted or inherited a sum of money, or you’ve accumulated wealth at a young age, it can be tough knowing what to do next. We work with young professionals, entrepreneurs, beneficiaries and those who are new to wealth to make them aware of their options and help them make smarter decisions with their money.

Making your money work for you

Receiving a sum of money can be an exciting time – but it can also come hand-in-hand with some difficult decision-making. It’s important to have someone who can guide you through these first steps, navigate potential pitfalls and set you on track to a sound financial future.

That’s where we come in. We can work with you to help you effectively build your wealth in a way that works for you. We’ll explore what’s important to you right now and your goals for the future, then implement a financial plan designed to help you get there. Whether it’s getting your foot on the property ladder, starting a business venture or simply building your savings, we’ll make sure it’s done in a way that’s smart, both now and in the years to come. 

Whether you’re already financially savvy or a total beginner, we can help you get the most out of your money in a way that works for you.

Here’s how we’ll help

  • We’ll help you explore and understand your options when it comes to what to do with your money in these early days.
  • It’s always important to protect what you have. We’ll help put relevant covers or policies in place to safeguard your family and income.
  • We’ll build a bespoke financial plan designed to help you preserve and grow your money in a way that works for you.
  • We’ll be here to advise and support you through all of your important financial decisions, both now and in the future.

Hear from our clients

Learn how we’ve made a difference to the lives of some of those we’ve worked with and watch them tell their stories. Could you be the next to feel the value of financial planning?

Richard & Sam

Robertson Baxter make the process easy and understandable.

Awards we’ve received along the way

2024 – Yorkshire Financial Awards

Finalist - Financial Adviser Team of the Year

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