Gillian's reviews
Reviewed for
Insurance and Protection ( 6 )
Pensions ( 33 )
Retirement income (annuities, drawdown) ( 16 )
Investments and Savings ( 35 )
Pension Transfers - Non Specialist ( 4 )
Inheritance Planning ( 8 )
Long Term Care ( 7 )
Pension Transfers - Specialist ( 2 )
Financial Planning ( 25 )
Financial Mentoring ( 3 )
( 2 )
Reviewers' assets
£500k+ ( 19 )
£200k - £500k ( 8 )
Up to £50k ( 1 )
Repeat review
by a verified client in North Yorkshire
12 days ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Gillian Shirt helped you since your last review?
Gillian has given excellent advice in relation to current investments and future financial planning. She’s personable, knowledgeable and patient. No pressure, no stress. At our recent review I commented that I was surprised to now feel so confident about the ups and downs of investing. Gillian has played a big part in helping me build that confidence. She’s great at what she does.
Repeat review
by a verified client in West Yorkshire
3 months ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Gillian Shirt helped you since your last review?
she is always there for advice. the advice is always helpful with clear instruction.
Repeat review
by a verified client in West Yorkshire
4 months ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Gillian Shirt helped you since your last review?
Gillian has continued to provide balanced guidance and advice on optimising my retirement income to meet our needs. Gillian has also enabled separate advice and signposting on my wife's pension options.
Gillian:
Thank you for your taking the time to leave a review, it something we never take for granted and value greatly. We take pride at Robertson Baxter in offering a service that meet high standards and it's wonderful to know that what we do has met your expectations. I'm looking forward to seeing you again soon!Repeat review
by a verified client in West Yorkshire
4 months ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Gillian Shirt helped you since your last review?
Gillian always talks common sense in an ever changing world. I do not recommend anything to anybody - hence my answers below, not through any sort of disillusionment.
Gillian:
Thank you for taking the time to leave a review, your feedback is greatly appreciated and helps us improve. Your ongoing support is greatly valued and I'm looking forward to seeing you again soon!Review
by a verified client in West Yorkshire
5 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Retirement
How has Gillian Shirt helped you?
Gillian provides specific advice for my situation and is always very positive and reassuring.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
She couldn’t
Gillian:
Thank you for taking the time to leave a review and your kind words, it's much appreciated. It is a pleasure working with you and we truly value your support and feedback.