Gillian Shirt

I am one of the firm’s Independent Financial Advisers and have enjoyed working in banking and financial services for more than 25 years. A career highlight and one I am very proud of was to have my experience and expertise recognised when selected as a finalist for the Professional Adviser Women in Financial Advice Awards 2020 in the ‘Financial Adviser of the Year – North’ category. I would say I specialise in looking after vulnerable clients and have an ability to translate complex technical jargon into straightforward clear language which clients can easily understand. Within my role at Robertson Baxter, I am responsible for looking after the ongoing advice needs and long-term financial plans for a range of clients, from individuals such as business owners and professionals and their families, estates, trusts, and charities. They are all at different life stages; from being new to financial planning, planning retirement, wanting to achieve peace of mind whilst enjoying retirement and future estate planning. All have either accumulated wealth but don’t have the time, the desire or experience to invest and manage their ongoing financial plans and/or whom have complex planning and advice needs. This is where our expertise, years of experience and knowledge of financial markets add a lot of value. Our ethos is simple: we look after people the way we would like to be looked after ourselves and our families to be looked after, providing honest, transparent, professional, and quality advice which is tailored to the client’s best interests. Our business has been built on forming relationships; many of our clients are long-standing and that’s why much of our new business comes from recommendations from existing clients. At RB we share the same values; we are a warm, friendly team with many years of industry experience between us, who hold ourselves to high standards and care a great deal about each other, our clients, and the work we do. Outside of work, family is everything and spending quality time together is what is important to me. When we get the opportunity to, we also love to travel creating special memories together wherever we go. Please do not hesitate to contact me for an informal initial chat, with no charge and no obligation… financial planning is key to achieving many of our goals in life and it’s never too late to start.