Gillian Shirt

Financial Planner

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 shortlisted for Independent Financial Adviser of the Year in the Yorkshire Financial Awards 2024 and also a finalist for the Professional Adviser Women in Financial Advice Awards 2020 – ‘Financial Adviser of the Year – North’.  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.

A client in West Yorkshire

Gillian provided me with the specialist knowledge and advice to assist me in making my decision to transfer my pension.

A client in West Yorkshire

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.

A client in West Yorkshire

Reviews and Ratings for Financial adviser Gillian Shirt, Huddersfield

Gillian in the spotlight

On an ideal weekend, you can find me

Spending time with family, some retail therapy and walking our dog. However, more often than not, you’ll find me dashing between swimming lessons, ballet lessons and a muddy football pitch with my children!

My favourite holiday destination is

Anywhere, I love travelling, planning and spending time with family on holiday. A special place for me though that has created many happy family memories has to be Florida.

My favourite song to play in the car is

Savage Garden – Truly, Madly, Deeply (the song we had our first dance to at our wedding) however, I rarely get the opportunity to play it due to my teenage son controlling the music in the car!

The first album I bought was

Simply Red – Stars (this was my first concert I went to as well along with my best friend at the age of 15 - we were front row and loved Mick Hucknall!)

If I could be any fictional character, I would be

Mary Poppins

If I could turn any activity into an Olympic sport, I would win a medal in

Planning/list-making. My husband would say cleaning!

When the dessert menu arrives, I’m looking for

Anything with chocolate

The three qualities that draw me to new people are

Affable, Genuine, Positive

My pet peeve is

Being unorganised

The best gift I’ve ever received is

Tickets to watch the Formula 1 Grand Prix at Silverstone with my Dad

The three people at my dream dinner party would be

Walt Disney, The Queen (to see if The Crown is telling the truth!), Lewis Hamilton

The three small things that make my day better are

A cup of tea, a phone call with my parents and my children doing what they are asked!

My proudest moment as a Financial Planner was

The day I became one.

The three things I love most about my job are

Meeting people from various walks of life and building lifelong relationships, helping people and making a difference

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