Establishing and defining goals can be a daunting prospect for most of us. If you’re like me you tend to shy away from that and think about something else. Talking about the future in definite terms isn’t easy for many of us. Taking the time to think about the future in the distracted world we […]
View ArticleOver the years we have made a number of charitable donations but rather than continue on an ad hoc basis we are thinking of nominating one charity with a local presence for 2017. We think it would be good to make a meaningful contribution to one charity by donations and possible fund raising. We’d like […]
View ArticleHere’s an article I wrote for Vouchedfor. Click here to read it. I don’t want to copy and paste it as google doesn’t appreciate that! David
View ArticleWe are delighted to have been shortlisted for ‘Adviser Firm of the Year’ at the Professional Adviser Awards 2016. We also made the shortlist in the 2015 edition of the awards and attended them at The Brewery, London.
View ArticleOn 1st November 2015, the Institute of Financial Planning merged with the Chartered Institute for Securities & Investment. We see this as a very positive step, and the merger should further develop and promote financial planning going forward. David is a Certified Financial Planner, the highest qualification available in financial planning and Gibson Financial Planning […]
View ArticleOn 1st November 2015, the Institute of Financial Planning merged with the Chartered Institute for Securities & Investment. We see this as a very positive step, and the merger should further develop and promote financial planning going forward. David is a Certified Financial Planner, the highest qualification available in financial planning and Gibson Financial Planning […]
View ArticleGibson Financial Planning specialises in dealing with clients in the Coleraine and Causeway Coast area who are either approaching retirement or already retired. Nine times out of ten these clients have saved hard and built up substantial pension pots and other sources of income for their retirement. We help them rationalise all this, build and […]
View ArticleBereavement, Financial Planning, Inheritance Tax Planning, Legacy Planning, Terminal Illness
Planning for bereavement Most of us look forward to planning for our retirement, and enjoy deciding how we’ll spend those last years with our loved ones. For many, everything works out as intended, but for some people, their best laid plans may be upset by unexpected illness or the sudden death of a partner, […]
View ArticleUnfortunately we are seeing more and more clients diagnosed with a critical illness which may or may not be terminal. We had one long standing client come to us last week with cancer. His main concern was for his wife, that she would be ok if he loses his fight and in the short […]
View ArticleFinancial Planning, Market Commentary, News, Pensions, Retirement
There has been much talk in the press about the imminent pension freedom reforms and a lot of resulting confusion among the public. A few simple points can be made to clarify some matters: If you have already taken pension benefits in the form of an annuity then these new freedoms will not affect you […]
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We contribute regularly to a number of key publications throughout the UK and Ireland.
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