Gillian Shirt
Financial Planner
Qualifications
About Gillian
Gillian is one of our Independent Financial Advisers, with more than 20 years of experience in financial services. Her role includes providing superior client service and expert financial advice. Gillian currently provides advice to a wide range of clients, including individuals, families, business owners, trusts and charities.
Gillian is a proud to be a Finalist for the Professional Adviser Women in Financial Advice Awards 2024 & 2020 – ‘Financial Adviser of the Year – North’ and also shortlisted for Independent Financial Adviser of the Year in the Yorkshire Financial Awards 2024. A fantastic achievement to be recognised alongside some truly inspirational women.
In her spare time, Gillian tries to spend as much time as possible with her family. With help from her daughter, she’s also partial to some retail therapy. Finally, Gillian will always look to find time for a spa day to help her relax.
What others say about Gillian
It was a real pleasure to meet Gillian, she was very kind and helpful in advising us on how to organise our financial plans for our future. We can now go on to enjoy the rest of our lives, knowing that our financial affairs will be well looked after.
Gillian provided me with the specialist knowledge and advice to assist me in making my decision to transfer my pension.
Gillian has maintained a calm and balanced approach to both actions and communications during the recent turbulent months, and ensured the continuity of excellent service.
Gillian in the spotlight
Registered in England & Wales number: 5847483 | VAT Registration Number: 159 4227 91
Robertson Baxter Limited is directly authorised and regulated by the Financial Conduct Authority (FCA). FCA Registration Number: 462209
Guidance and advice is subject to the UK regulatory regime and is therefore restricted to consumers based in the UK.
The Financial Ombudsman Service is available to sort out individual complaints that clients and financial services businesses are not able to resolve themselves. To contact the Financial Ombudsman Service please visit www.financial-ombudsman.org.uk.
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