Gibson Financial Planning Ltd

Independent Financial Adviser 3a Hillman's Court, Coleraine, Co Londonderry, BT52 2DF
First meeting at adviser's own cost
Response rating
9.0/10
FCA verified
12th November 2018
We want you to have peace of mind about your future.
We can advise you on
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Unit trusts
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
    • Wealth management
    • Long term care
    • EEA
Meet our advisers
David Gibson LLB CFP DIPPFS CERER
Certified Financial Planner and Chartered Wealth Manager
Accreditations
Certified Financial Planner
Derek Doey DipPFS
Financial Planner
What our clients say
David is honest, well informed and easy to talk to. He listened to my needs and concerns and found a solution that meet them. I would be happy to continue to trust David's advice in the future...
Andrew Parkes, Antrim
Extremely professional but friendly approach. At early meetings, Mr Gibson took time to find out about my circumstances so that a suitable strategy could be instigated. Excellent advice and well explained at each stage. Time was always taken so that I fully understood the procedures. Good lines of communication at all times - I always felt that I could contact Mr Gibson with any queries. I felt that trust was built up very quickly. I would not hesitate to recommend this adviser to a friend or colleague.
Ken, Londonderry
David has helped WJG move forward with the current times by being able to give helpful advice when needed. His knowledge of software systems which illustrate current trends and future forecasts is a big advantage when trying to make the best decisions. He has always accommodated appointments and timescales - he will always follow up after consultations in a timely manner. His "office" style makes David good to do business with and has fostered confidence and a high degree of trust.
Alwyn, Bangor, Co Down
Where to find us

3a Hillman's Court, Coleraine, Co Londonderry, BT52 2DF

Contact us
About us

Based in Coleraine, Gibson Financial Planning is an award-winning company that provides specialist financial services for people approaching retirement and for those who are already retired. Offering a personalised service, our independent financial advisers will assist with everything from retirement planning to investment advice.

Our goal is ultimately to give you complete peace of mind about your financial future. Our team can subsequently help reduce what you pay in tax and increase what you have to spend on the things you enjoy, while ensuring you never run out of money.

In 2015 and 2016 we have been shortlisted as Best Advisory Firm in Scotland and Northern Ireland in the annual Professional Adviser Awards. Our director, David Gibson, has regularly been quoted in the press, including The Times, The Independent on Sunday and The Belfast Telegraph.

Our services

We specialise in advising clients who are within a few years of retirement or who are already retired. We take the hassle out of organising your finances. We want you to be in control of your money, not the other way around. We'll review all your existing financial arrangements, and develop a personalised financial plan, showing you what resources you will need and have in the future.

Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£250,000
Minimum pension value
£0
Compliance

Gibson Financial Planning Ltd is authorised and regulated by the Financial Conduct Authority
FSA number 531794. Registered in Northern Ireland Number NI604132.

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