Gibson

Wealth Management and Financial Planning focused on growing the wealth of business owners

028 7035 1164

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David Gibson

David Gibson

Director
LLB, CFPcm Chartered MCSI, MAQ, CeRER, DipPFS.

Certified Financial Planner

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.

In 2015, David was shortlisted in the Young Financial Adviser of the Year 2015 and Financial Adviser of the Year 2015 categories in the Unbiased.co.uk annual awards. He was also commended in second place as Young Financial Adviser of the Year in the 2014 awards.

Meanwhile, Gibson Financial Planning Ltd was also shortlisted in the Best Adviser (Scotland and Northern Ireland) category in Professional Adviser’s annual awards in 2015, 2016 and 2019, and the firm has UK top-rated adviser status on vouchedfor.co.uk

David is a professional member of the Chartered Insurance Institute, the Personal Finance Society, the Institute of Financial Planning and the Chartered Institute for Securities and Investment.

“I am passionate about helping business owners discover the financial freedom and flexibility that allows them to shape their lives in ways that are most meaningful to them and those they love and care for. I 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.

I am a dedicated cyclist, keen hiker and lover of being outdoors. I have a young family and love to see them each thrive and flourish.

I believe in the importance of constantly seeking the right balance between good work which brings us security and freedom, practises which allow our health and well-being to flourish and personal commitments that enable us to carry out the responsibilities we have to our families, our communities and our world.

I am a natural seeker and strive to do whatever I set my mind to at the highest standard. I am constantly looking to do things better, see and understand things more compassionately and have my mind challenged and changed for the greater good.”

Meet the full team

We love working with business owners wanting to achieve financial independence and the freedom that comes with it.

Choosing to work with us means you can focus on building your business while we take on the development and execution of a strategy to grow your personal wealth to the point where work becomes optional. There’s a real peace of mind in knowing your wealth is secured and protected for the next generation.

Find out more

We provide a specialist service focused on the needs of business owners who aspire to financial independence giving you the option to work because you love to, not because you have to. We are one of a handful of companies to have attained Accredited Financial Planning Firm️ status, the gold standard in financial planning. Only three firms in Northern Ireland have attained this standard. Let us take care of every aspect of your personal strategy for growing the wealth of you and your family.

Working in partnership with us will free you up to focus on your business, those you love and support and the things you are most passionate about.

We know that trust is earned and we’ll work with you to build a long term relationship that’s based on clear, impartial and independent advice, entirely focused on how your wealth can enable you to live out your highest values.

Give us a call

Opinions featured in

We contribute regularly to a number of key publications throughout the UK and Ireland.

Opinions featured in
Opinions featured in

Your Future Secured

The Awards

  • 2019
    Professional Adviser Awards

    Finalist
  • 2016
    Professional Adviser Awards

    Finalist
  • 2015
    Professional Adviser Awards

    Adviser of the Year
    Scotland & Northern Ireland
  • 2014
    Unbiased Media Awards

    Young Financial Adviser of the Year (Commended)
  • 2013
    Vouched For

    Best rated firm (4.9/5)
    County Londonderry/Derry
CISI
Causeway Chamber

Gibson

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