Wealth Management and Lifestyle Financial Planning focused on your retirement

028 7035 1164


David Gibson

David Gibson

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 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

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 my clients 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 retirees and those wanting to manage the challenging, but exciting transition from a working career to their ideal retirement.

Having enough money in retirement is important and while money can get us where we want to go, the accumulation of wealth should not be the end goal. You need to have a purpose to get up in the morning and enough money to sleep at night. There's only so much golf you can play and only so many coffee shops you can visit... We want you to be living the best life possible with the money you have.

Find out more

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 FirmTM 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 finances, freeing up your time so you can relax and realise the possibilities that excite you most at this time in life.

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 what you want from your retirement.

Your life should be at the centre of the conversation, not your money. Our aim is to give you peace of mind, knowing your future is secure.

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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

  • 2016
    Professional Adviser Awards

  • 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
Causeway Chamber