A regular expert commentator in the national and financial press, David previously graduated from Queen's University, Belfast with a law degree, before joining the family firm in 2001.
Since then, he's continued to develop his professional skills, obtaining both Certified Financial Planner - globally recognised as the symbol of excellence in the financial planning industry - and Chartered Wealth Manager which recognises CISI members at the pinnacle of their profession.He was also commended in second place as Young Financial Adviser of the Year in the 2014 awards.
Since then, he's continued to develop his professional skills, obtaining both Certified Financial Planner - globally recognised as the symbol of excellence in the financial planning industry - and Chartered Wealth Manager which recognises CISI members at the pinnacle of their profession.He was also commended in second place as Young Financial Adviser of the Year in the 2014 awards.
Services
We provide a specialist service focused on the needs of people rapidly approaching the transition to retirement and those who are already retired. We are one of a handful of companies to have attained Accredited Financial Planning Firm status, the gold standard in financial planning. Only three firms in Northern Ireland have attained this standard.
See how we've impacted the lives of our clients in their local communities through their stories, told in their words. After a number of relocations and changes, we had begun to feel anxious about our financial position and did not have confidence in knowing how best to prepare for a comfortable secure future.
Reviews (9)
Karyn Montgomery
Oct 22, 2021
Report
As first time investors my husband and I wanted to "get it right". We had met with a few financial advisors to assess our options, but David was highly recommended by a friend. We have found David to be open, patient, highly knowledgeable and professional. He answered all our questions and always responded quickly. He provided clear advice based on our circumstances and at no time did we feel pressured into investing any more, or taking any higher risk than we were comfortable with. We both like the idea of on going reviews . Its early days for us but I have every confidence that David's advice
Alwyn Thompson
May 31, 2021
Report
I have conducted business with David and his team for some years now. David has always acted with utmost professionalism integrity and accuracy when helping me with my financial planning. He gets to know exactly what his clients' needs are, offers sound advice and makes honest an assessment of the facts and figures available. I would confidently recommend Gibson Financial Planning to those seeking sound advice.
Dtrueblue
May 18, 2021
Report
Retirement tended to creep up on me all of a sudden and I asked myself how did I get here so quickly, so it was extremely important that I sought the correct professional pension guidance and Gibson Financial Services supplied that. They've guided me and my finances through this past pandemic year where we've seen markets tumble and investors get very nervy. David and his team are always there when you need them with advice and most importantly (for me) well informed financial information.
So whether you need pension advice or any other financial guidance check them out you won't be disappointed
So whether you need pension advice or any other financial guidance check them out you won't be disappointed
Alastair Clarke
May 17, 2021
Report
Having been offered early retirement, I needed an adviser to support me in managing my various pension pots and savings to provide income. David immediately impressed as a trustworthy individual who keeps the clients interests at the forefront of his activity. He explains options in a straightforward manner and always checks details before giving any advice.
Despite being hit by a pandemic shortly after commencing our relationship, David's service has been very impressive and the investment performance has been very good.
I would recommend David to anyone seeking a good financial adviser.
Despite being hit by a pandemic shortly after commencing our relationship, David's service has been very impressive and the investment performance has been very good.
I would recommend David to anyone seeking a good financial adviser.
Allen McAuley
May 15, 2021
Report
David has been superb, not just in ensuring my capital is invested in a diversified and cost effective manner, but also in furthering my understanding of the methodology behind his rationale for investing in the financial markets. In turn, I feel reassured and confident I am in good hands and would not hesitate to recommend the service of Gibson Financial Planning, to others.
Janet McNair
May 15, 2021
Report
Anne McConnell
May 10, 2021
Report
We have been a client of David’s for approximately 7 years and have found him to have delivered against our financial plan. He understands our needs and advises us on achieving our goals. He is attentive, clear in his advice and contacts us at key points with information that is relevant to us. We have been very impressed with the service we have received.
Mary-Lee Day
May 07, 2021
Report
When I got divorced I needed someone I could trust and depend on, someone who had my best interests always. I was very lucky to have found David Gibson. I trusted him with my future. He has gone out of his way to make sure everything goes smoothly. I suffer from anxiety and I know for a fact that David has taken the worry out f my finances. David has been looking after my finances for10 years now and I hope I never have to look for another financial advisor ever.
Peter Coupe
Apr 30, 2021
Report