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Gibson Home: Wealth Management and Lifestyle Financial Planning
At Gibson Financial Planning Ltd, we specialise in wealth management and lifestyle financial planning, with a particular focus on retirement financial planning. We are passionate about helping our clients achieve financial freedom and flexibility, enabling them to live their lives in ways that are most meaningful to them and their loved ones.
Our founder, David Gibson, is a highly qualified financial professional, holding numerous accreditations and awards. He has been a regular expert commentator in national and financial press and has been shortlisted for several prestigious awards, including the Young Financial Adviser of the Year 2015 and Financial Adviser of the Year 2015 categories in the Unbiased.co.uk annual awards. In addition, the firm was shortlisted in the Best Adviser (Scotland and Northern Ireland) category in Professional Adviser's annual awards in 2015, 2016 and 2019 and holds top-rated adviser status on vouchedfor.co.uk.
Our mission is to help you make your financial resources work best for you as you seek to shape your life in a way that reflects and enables your personal aspirations, goals and values. We understand that trust is earned, and we'll work with you to build a long-term relationship based on clear, impartial and independent advice, entirely focused on what you want from your retirement.
Who are we?
We are a team of dedicated professionals, with a passion for providing personalised financial planning services. We believe that financial planning should be centred around your life and goals, not just your money. At Gibson Financial Planning Ltd, we take the time to understand your needs and will work closely with you to create a tailored plan that will help you achieve your desired lifestyle.
Our founder, David Gibson, is a Chartered Financial Planner and Chartered Wealth Manager, and has been a financial professional for over 20 years. He is supported by a team of experienced financial professionals, each of whom is dedicated to helping you achieve your financial goals.
We pride ourselves on our expertise in retirement financial planning and are proud to be one of a handful of companies to have attained Accredited Financial Planning Firm status. This status is the gold standard in financial planning and is achieved by only three firms in Northern Ireland.
Who do we work with?
We work with retirees and those who are planning for retirement. We understand that retirement is a challenging, but exciting, transition and we want to help you make the most of this time in your life. We'll take care of every aspect of your finances, freeing up your time so you can relax and enjoy the possibilities that excite you most at this time in your life.
Our History
Gibson Financial Planning Ltd was founded in 2001 by David Gibson. Since then, the firm has grown and evolved, but our mission has remained the same: to help our clients achieve financial freedom and flexibility. We are proud of our history and the relationships we have built with our clients over the years. We look forward to continuing to serve our clients for many years to come.
Our Services
Our services are focused on the needs of people rapidly approaching the transition to retirement and those who are already retired. We can help you with a wide range of financial planning needs, including:
- Retirement planning: We'll help you plan for your retirement and make sure you have enough money to live the life you want.
- Investment management: We'll help you manage your investments and ensure they are working hard for you.
- Tax planning: We'll help you minimise your tax liabilities and keep more of your hard-earned money.
- Inheritance tax planning: We'll help you plan for the future and ensure that your assets are passed on to your loved ones in the most tax-efficient way possible.
At Gibson Financial Planning Ltd, we are committed to providing personalised, tailored financial planning services that are centred around your life and goals. We believe that everyone deserves the financial freedom and flexibility to live their life on their own terms, and we're here to help you achieve just that.
Overall Impression
The reviews of Gibson Financial Planning are overwhelmingly positive, with all the 8 reviewers giving 5-star ratings. The reviewers praise the company's professionalism, knowledge, and attention to detail. They also appreciate the personalized service and the ability to communicate effectively with the financial advisors.
Personalized Service
The reviewers highlight the personalized service provided by David Gibson and his team. They emphasize that David takes the time to understand their individual needs and provides tailored advice. The reviewers appreciate the fact that David is available to answer their questions and responds quickly to their queries.
Professionalism and Expertise
The reviewers praise David's expertise and professionalism. They describe him as knowledgeable, patient, and open. They appreciate that he provides clear advice based on their circumstances and is not pushy or aggressive in his sales approach.
Investment Performance
The reviewers are satisfied with the investment performance, with some mentioning that the company has performed well despite challenging market conditions.
Other Positive Comments
The reviewers appreciate the ongoing review and communication provided by David and his team. They feel reassured and confident that their financial plans are being effectively managed.
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