Gibson

Wealth Management and Financial Planning for your financial independence

028 7035 1164

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David Gibson

David Gibson

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

Certified Financial Planner

“I am passionate about helping my clients achieve 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.”

David graduated from Queen's University in Belfast with a law degree before joining the family business (then known as W.J. Gibson & Co.) 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 is a professional member of the Chartered Insurance Institute and the Chartered Institute for Securities and Investment, has regularly been quoted in the press and won industry awards and been shortlisted in others.

Meet the full team

We love helping clients achieve financial independence; business owners and senior executives delegate their wealth growth strategy to us and know they're now on the path to making work optional. We also work with clients who are managing the challenging, but exciting transition from a working career to their ideal retirement. And for those who are already retired we give them the clarity and peace of mind that their assets are working efficiently to fund their desired lifestyle indefinitely while protecting their wealth for the next generation.

Find out more

We provide a specialist service focused on helping business owners and senior executives achieve financial independence and on clients rapidly approaching the transition to retirement. 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.

Together we'll develop your personal strategy for growing the wealth of you and your family.

Working with us will free you up to focus on your business, work, 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 financial advice, entirely focused on how your wealth can enable you to live out your highest values now and into retirement.

Give us a call

Opinions featured in

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

Opinions featured in
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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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