Shortlisted and commended for varlous Adviser of the Year categories in the annual Unbiased.co.uk awards 2013, 2014 and 2015.
A regular expert commentator in the national and financial press, David previously graduated from Queen’s University, Belfast with a law degree, before joining the family firm in 2001. Since then, he’s continued to develop his professional skills, obtaining both Certified Financial Planner – globally recognised as the symbol of excellence in the financial planning industry – and Chartered Wealth Manager which recognises CISI members at the pinnacle of their profession.
In 2015, David was shortlisted in the Young Financial Adviser of the Year 2015 and Financial Adviser of the Year 2015 categories in the Unbiased.co.uk annual awards. He was also commended in second place as Young Financial Adviser of the Year in the 2014 awards.
Meanwhile, Gibson Financial Planning Ltd was also shortlisted in the Best Adviser (Scotland and Northern Ireland) category in Professional Adviser’s annual awards both in 2015 and 2016, and the firm has UK top-rated adviser status on vouchedfor.co.uk.
David is a professional member of the Chartered Insurance Institute, the Personal Finance Society, the Institute of Financial Planning and the Chartered Institute for Securities and Investment. As director of a family-owned business committed to nurturing the local community, he’s also chairperson of the Oasis Causeway steering group. Oasis Causeway is a Coleraine-based charity which provides emotional and practical support to help people rebuild their lives after circumstantial change, trauma or crisis.
A keen cyclist, he is an active member of the local Bann Wheelers Cycle Club and also enjoys motorcycle trips when petrol power is preferred over a pair of pedals.
“In an industry that struggles to adopt change, David Gibson stands out as an innovative business owner who embraces change and seeks new opportunities to develop his organisation in all aspects. His clients will be all the better for it!”
Nicholas Redfern, True Potential LLP
Derek joined WJ Gibson & Co back in 2001, and is a member of the Chartered Insurance Institute and Personal Finance Society, with certified diploma status in financial planning.
Having entered the financial services sector in July 1984, Derek initially worked as sales manager at Pearl Assurance, before becoming area manager, with overall responsibility for the compliance of the area financial advisers.
Derek is a keen motorsport fan, with a particular interest in rallying, and spends the odd weekend in muddy forests watching Mark II Escorts in action.
Kate has vast experience within the financial services sector, having worked with Pearl Assurance since 1991.
She began her career with Pearl as district office clerk, before progressing to PA for the district manager, later taking on the role of branch marketing associate. In 2001, she left Pearl and joined WJ Gibson & Co.
Kate is a very enthusiastic member of a local choir and takes an active role in the Portrush Musical Society.
Technical Research Analyst
Abraham, who works remotely for us as a research and technical consultant, is the most recent addition to the Gibson Financial Planning team.
With an impressive list of qualifications, including the Chartered and Certified Financial Planner designations, Abraham is also a prolific writer. Indeed, as well as writing excellent technical research papers, he is regularly featured in the financial press.
Abraham is also a proud dad and spends his free time exploring the countryside with his daughter Belle.