As an Accredited Financial Planning Firm, Gibson Financial Planning provides insightful, structured financial services for clients throughout the Causeway Coast and surrounding areas, including Coleraine, Ballymoney, Portstewart, Portrush and Londonderry.
No matter what state your financial affairs are in, our team will ensure complete clarity on every aspect, including investments, savings and more. From providing pension advice, to general retirement planning services and preparing for the future, we offer reassurance every step of the way.
What can we do for you?
At Gibson Financial Planning, we specialise in working with people in or approaching retirement, and can answer all those pressing financial questions which arise at this stage of life. Providing a personalised set of services designed for people like you, we can advise you on your financial situation and how to make it work for you in the future.
- All your assets, advising how they can support the lifestyle you want and provide security
- At what stage it’s best for you to retire
- Whether you’re saving enough for your retirement
- If your money is currently in the right place, or if it would work better for you elsewhere
- How you can afford to do the things that matter most to you
- What would happen to your family if you could no longer work in the last few critical years approaching retirement
We know that trust is earned and we’ll work with you to build a relationship that’s based on clear and impartial advice, and entirely focused on your dreams, goals and needs. Our aim is to give you complete peace of mind, knowing your future is secure.
At Gibson Financial Planning, we make your money work for you, not the other way round.
How we work
We get to know each other
When you first contact Gibson Financial Planning, you can enjoy a free, no-obligation consultation at our Coleraine office. If you decide to work with us, we’ll then arrange a Discovery Meeting, where you’ll form a meaningful relationship with one financial planner, who’ll be a consistent and reliable point of contact.
During this meeting, your financial planner will gain an overview of your current financial situation and your future goals, making sure we have a clear picture of where you are and where you want to be in the future. We often work with other trusted professionals to create and review your bespoke financial plan, such as liaising with your solicitor and accountant, so we’ll also explain how this works.
We create a financial plan, unique to you
Once we’ve clarified your financial position and understand what’s important to you and what your life goals are, the next stage is to create a suitable financial strategy. This will ensure a secure future for you and your family. At Gibson Financial Planning, we also help people who are bereaved, going through a divorce or who are terminally ill, so whatever your circumstances, we’ll provide all the support you need.
Your financial planner will provide clear, impartial advice on all aspects of your finances, explaining recommendations in detail and in plain English to ensure complete clarity. We’ll also give you a written and electronic copy of everything discussed, for your own records.
Once your financial plan has been agreed, you can subsequently access it anytime, anywhere, and can contact your financial planner via email, phone or in person as required. Meanwhile, if there are any changes to your financial situation, such as a promotion, we encourage our clients to contact us as soon as possible, so we can advise as necessary.
Keep track of your portfolio anytime anywhere
Our company is committed to using the most up-to-date and innovative technology available, so we can dedicate more time to increasing your wealth and keeping your financial plan on target.
This also means you can enjoy instant 24-hour access to your investment portfolio and policy information, as we create a website personal to you which stores all your information. You can subsequently view this site whenever you want – from your PC, laptop or mobile device (apps are currently available for iPhone, iPad and Android).
As a result, you can enjoy a more efficient and affordable service, while also retaining complete control over your finances, as well as detailed performance reporting.
We meet for annual “on track” review meetings
Gibson Financial Planning believes in cultivating a personalised service with all of our clients and our annual ‘on track’ meetings are a great way to grow our relationship with you.
This is one of the most enjoyable parts of the process, where you can meet face-to-face with your financial adviser to discuss any changes to your situation. You’ll also be presented with an overview of your current financial position and whether this is ‘on track’ with what you’d originally planned.
It could be that your circumstances have changed, or you might decide you want to alter your goals, such as planning for an earlier retirement, investing, or anything else. We’ll update your records as needs be and ensure that everything is in place for the next stage of your life.
Call us today on 028 7035 1164 for professional pension advice, or to book a free initial consultation.
We recognise that there are a lot of unscrupulous individuals and companies masquerading as regulated entities who you are advised to steer clear of. You can check us (and any other firm or individual) out on the FCA register which confirms who is regulated and who is not.