How to catch up on your retirement savings
Here’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
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REPORTING ON KEY ISSUES WITHIN
Adviser Firm of the Year 2016
We 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 ArticleInstitute of Financial Planning merges with Chartered Institute for Securities & Investment
On 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 ArticleInstitute of Financial Planning merges with Chartered Institute for Securities & Investment
On 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 ArticlePaying for retirement
Gibson 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 ArticlePlanning for bereavement and terminal illness
Bereavement, 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 ArticleFinancial Planning for the terminally ill and surviving partners
Unfortunately 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 ArticlePension Freedoms and Flexi Access Drawdown Post April 2015
Financial 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 […]
View ArticleUnbiased and Professional Adviser Awards 2015
Both Gibson Financial Planning Ltd and its Director David Gibson were shortlisted for two awards in 2015. Gibson Financial Planning Ltd was delighted to be shortlisted for Best Adviser (Scotland & Northern Ireland) 2015 by Professional Adviser in its annual awards and David Gibson was shortlisted for both Young Financial Adviser of the Year 2015 […]
View ArticleFinancial Adviser of the Year 2015 – David Gibson
Really pleased to learn that I’m on the shortlist at the upcoming Unbiased.co.uk Media Awards 2015 due to take place in London in February. I’ve been shortlisted in both the Financial Adviser of the Year and Young Financial of the Year categories. Last year I placed second in the Young Adviser of the Year category […]
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