Services

You have a greater chance of both achieving your lifetime goals and obtaining financial security if we look at every aspect of your finances. However, we do recognise that some clients only want advice in one area and we provide this service if this suits you.  We aim to be your trusted source of advice in all areas relating to finances:

Investments

The Gibson Financial Planning Investment Process is outlined on our investing page. Our clients can all log in to their private client portal on our website for 24/7 valuations and portfolio access. See our "Technology" page for further information.

Inheritance Tax Planning

This is a major concern for many of our clients and we have yet to meet someone who wants to line the chancellor's pocket on their death! An inheritance tax liability can be reduced or avoided by efficient and early planning.

Pension & Retirement Planning

We are often introduced to clients who are about to retire and need advice on what to do with their accumulated pensions in order to maximise the opportunities available to them. Forward planning is essential if we are to achieve the lifestyle in retirement that we hope for.

Protection

Protecting ourselves and our families from the tragedies that can often strike is a cornerstone of any financial plan. We can help you secure the future and protect against many unexpected events that cannot be predicted.

Property

Buying a property is a huge step at any stage. We research the whole of the market and recommend the best mortgage solution for you. If you are over 55, own your own home and want to consider equity release as a way to unlocking the door to a more comfortable retirement we have a qualified equity release specialist who will explore this avenue with you.

"David [is] good to do business with and has fostered confidence and a high degree of trust."

Alwyn, Retail Manager, August 2012

Your home may be repossessed if you do not keep up repayments on your Mortgage.

There may be a fee for mortgage advice. The precise amount will depend upon your circumstances but we estimate it will be £300.

The Financial Services Authority does not regulate Taxation Advice, Will Writing and some forms of Mortgages.