Award winning Independent Financial Advice & Family Office. The Parliamentary Review 2018. Yorkshire Financial Awards - shortlisted 2019, 2020 and 2021.
Yorkshire
Joined November 2012
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📢We're #Hiring! 📢
We have a vacancy for an experienced IFA administrator in #Huddersfield who shares our values. Full job description here >>> bit.ly/30WADIK
If this sounds like you, please get in touch!
✨Introducing our business administration team✨
In the penultimate installment of our #MeetTheTeam series we meet our administration team, who are responsible for running a tight ship and ensuring everything runs smoothly >> robertsonbaxter.com/team-mem…
In today's quiz, can you guess who:
...Is an expert at 'out of sync dancing'?
...Would pick Susan Storm (Fantastic Four) if she could be any fictional character?
Photo credit: @roth_read
#NewWebsiteLaunch #FinancialAdvisers
✨Introducing our technical team ✨
Our technical team is comprised of talented & dedicated paraplanners. They provide research, produce detailed reports and help to create bespoke financial plans alongside our advisers >> robertsonbaxter.com/team-mem…
Can you guess who:
...Likes to belt out Disney songs when the neighbours are out?
...Is a keen cyclist with plans to go 'bikepacking' one day?
...Loves tennis, but could turn binge watching Netflix into an Olympic sport?
...Still feels their Hogwarts letter got lost in the post?
Robertson Baxter retweeted
Just found out I’ve been shortlisted for IFA of the Year in the Yorkshire Financial Awards. Thank you to all the team @RobertsonBaxter for their support. 🤞 for a win! @DanWillers2 @GillianAShirt @Stephen_Baxter @gregrobertsonRB yorkshirefinancialawards.co.…
✨Introducing our client services team ✨
Our world-class client service is driven by a passionate and talented support team. Their collaborative spirit ensures every client has the best possible experience.
Read more >> robertsonbaxter.com/team-mem…
Can you guess who:
...Has a talent for recognising songs after the first 3 seconds?
...Is happiest when spending time on her allotment?
...Has several pets including baby goats?
...Would be Captain Marvel if they could be any fictional character?
Photo credit: @roth_read
✨Introducing our Independent Financial Advisers ✨
Highly experienced & well-regarded by colleagues + industry peers alike, our IFAs excel at providing a personalised service that our clients truly value. Read more >> ow.ly/Bqu750GYhVl
Photo credit: @roth_read
Can you guess who:
...Has a dog called Captain?
...Will eat any dessert so long as it hasn’t been ‘deconstructed’?
...Is still a secret Spice Girls fan?
...Would have Walt Disney, the Queen & Lewis Hamilton as dream dinner guests?
Let us know if you guessed right!
#MeetTheTeam
Robertson Baxter retweeted
We received such a warm friendly welcome and thoroughly enjoyed photographing all the lovely people at @RobertsonBaxter. Without doubt they know how to make every visitor feel a part of Robertson Baxter team - a wonderful atmosphere.
💡 Meet the RB team! Our all-new team member profiles cover everything from career history & qualifications to pet peeves, proudest moments & more >> robertsonbaxter.com/team-mem…
🎉 With special thanks to Perrin & Lincoln at @roth_read Photography for capturing us all at our best!
💡 Meet the RB team! Our all-new team member profiles cover everything from career history & qualifications to pet peeves, proudest moments & more >> robertsonbaxter.com/team-mem…
🎉 With special thanks to Perrin & Lincoln at @roth_read Photography for capturing us all at our best!
It's here: the official launch of our brand new company website! Ft. client videos, all-new staff profiles, fresh design & a wealth of info + resources for existing & soon-to-be clients 🥳 Explore it here: robertsonbaxter.com/
...& don’t forget to let us know your thoughts!
We’re celebrating 🥳
Two of our team have been nominated in the @Profadviser Women in Financial Advice Awards
Congratulations to @GillianAShirt and #LizTownend
#womeninfinancialadviceawards
Robertson Baxter retweeted
Delighted to announce that our paraplanner and marketing guru Chloe Timperley won the Rising Star award @YorksFSAwards last night. Congratulations! ⭐️
The #Yorkshire #financialservices champion and winner of the Rising Star Award at #YFAwards in association with Inzuzo is … Chloe Timperley of @RobertsonBaxter
youtu.be/t4x-61L2qZQ
Delighted to announce that our paraplanner and marketing guru Chloe Timperley won the Rising Star award @YorksFSAwards last night. Congratulations! ⭐️
The #Yorkshire #financialservices champion and winner of the Rising Star Award at #YFAwards in association with Inzuzo is … Chloe Timperley of @RobertsonBaxter
youtu.be/t4x-61L2qZQ
Robertson Baxter retweeted
There it is folks @YorksFSAwards Rising Star Award our very own Chloe Timperley @RobertsonBaxter
🙌🏻🙌🏻🙌🏻🙌🏻🙌🏻🙌🏻🙌🏻🙌🏻🙌🏻🙌🏻🙌🏻
The #Yorkshire #financialservices champion and winner of the Rising Star Award at #YFAwards in association with Inzuzo is … Chloe Timperley of @RobertsonBaxter
youtu.be/t4x-61L2qZQ
Robertson Baxter retweeted
Today we sought to move @RobertsonBaxter from creating an exceptional first impression to one that is truly world class. Thanks to #JoVaughan @AntonyBartonIFA for leading... 💪🏻
#firstimpression #CustomerService
