David has been helping us since 2012 when we both retired. He has advised us on pensions and general financial planning, always very considerate of our personal circumstances and concerns. We have been very happy with all aspects of the very professional service David offers.

Long ago, I concluded that my best strategy for retirement was to work hard, save as much as I possibly could to take advantage of the tax incentives, and invest for the long term to build-up enough to enable me to retire early and have a comfortable retirement without any money worries. It is a strategy that has worked for me. Having spent most of my working life in England, I decided to live out my later years amidst the scenic splendours of the Causeway Coast. On returning to Northern Ireland, I set about the task of finding someone local to manage my pension and investment portfolio. After searching online, I drew up a shortlist of potential firms that seemed to meet my requirements. The first firm I approached was Gibson Financial Planning and following a meeting with David Gibson, I instinctively knew that this was someone I could do business with and didn’t need to look any further. I haven’t been disappointed. David is knowledgeable, responds promptly to any queries I might have and explains things clearly. He is friendly, yet always professional in his approach. And as I stroll along the beach or cliff top path in the glorious sunshine (well perhaps not always), I can relax in the knowledge that my portfolio is being well looked after and instead of money concerns, all I need worry about is where to go on my next holiday to find that elusive sun!

As retirement was approaching for both my wife and myself, we felt it necessary to create an overview of our financial position. We were moving from two regular monthly incomes to a position of two final salary teacher pensions. We also felt it was worthwhile for us to seek professional assistance. Having contacted Gibson Financial Planning, I recall arriving at David’s office armed with boxes and files of bank statements, pay slips, old and new policies etc. – things definitely needed to be streamlined! David considered all our circumstances and got back to us a few days later. He helped us to organise for the present and the future after looking at our incomes and outgoings. He provided options for us and gave us the opportunity to make our own informed decisions. He took into account the fact that we were cautious with our savings and helped us create a plan which was personal to us. The boxes and files quickly disappeared to be replaced by a much clearer and compact summary of our finances. There was a relaxed yet professional environment for us to discuss these very important issues. David is well informed with excellent interpersonal skills and all relevant information was considered in a clear and concise manner. Communication is good and we are kept informed regularly of any changes which might affect us. An annual review meeting also takes place where future planning is examined in detail. David is always available if we have any queries with regard to our financial situation.

The firm of Gibson Financial Planning were initially recommended to my late husband and I in 2015 by my sister who has been a client for many years. As my husband was terminally ill, he was anxious to secure my financial future and invest with a Financial Advisor who he felt he could totally trust. Sadly I lost my husband in 2016 and as a retired Widow, I find it reassuring to know I can contact Gibson FP with any financial queries or concerns and it is dealt with immediately, professionally and always with a personal touch. I receive regular updates, have an annual meeting to review my investments and can easily access my accounts online. The financial sector is a specialist field and can be a difficult path to navigate without good representation; Gibson FP have made sound financial investments with my life savings, optimising my returns with minimal risk. I have complete confidence and trust in Gibson FP and would highly recommend them without reservation.