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 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 […]
View ArticleBoth 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 ArticleReally 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 […]
View ArticleI am delighted to announce that Gibson Financial Planning has been shortlisted in the annual Professional Adviser industry awards due to take place in London February 2015. We are on the shortlist for Scotland and NI. Really pleased.
View ArticleEthical Investing, Financial Planning, Investments, Legacy Planning, Social Impact Investing
I travelled to London this week to take part in the launch of Worthstone – an organisation established to promote investing for social impact. The event took place in the House of St. Barnabas. The House of St. Barnabas is fascinating and operates a not-for-profit private member’s club in Soho which funds the Employment Academy […]
View ArticleWe are delighted to be involved in this year’s Financial Planning Week, an initiative from the Institute of Financial Planning. The goal is for consumers to improve their financial well-being by booking into a free Financial Planning surgery. As an Accredited Financial Planning Firm (one of three in Northern Ireland) we are happy to offer […]
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