Gibson Financial Planning
GF
Financial Advisors
Gibson Financial Planning
3A Hillman's Ct, Coleraine BT52 2DF
# Gibson Financial Planning
Gibson Financial Planning is a wealth management and financial planning firm based in Coleraine, specialising in helping clients achieve financial independence and reshape their relationship with work. The practice serves three distinct client groups: business owners and senior executives seeking to make work optional through structured wealth growth strategies; individuals navigating the transition from full-time careers into retirement; and retirees requiring efficient asset management to sustain their desired lifestyle.
Led by David Gibson, a Certified Financial Planner and Chartered Wealth Manager, the firm combines rigorous professional credentials with a values-driven approach to financial planning. David's background includes a law degree from Queen's University Belfast and continuous professional development in wealth management and financial planning. The practice has earned recognition as a Professional Advisor Awards finalist and maintains professional memberships with the Chartered Institute for Securities and Investment and Chartered Insurance Institute.
What sets Gibson Financial Planning apart is their philosophy centred on enabling clients to shape lives reflecting their personal aspirations, goals and values—viewing financial planning as a means to facilitate meaningful living rather than wealth accumulation alone. This personalised approach, combined with their demonstrated expertise and industry recognition, enables clients to delegate their wealth strategy with confidence. The firm emphasises ongoing relationship management, providing clarity and peace of mind that assets work efficiently towards clients' specific objectives.
Gibson Financial Planning is a wealth management and financial planning firm based in Coleraine, specialising in helping clients achieve financial independence and reshape their relationship with work. The practice serves three distinct client groups: business owners and senior executives seeking to make work optional through structured wealth growth strategies; individuals navigating the transition from full-time careers into retirement; and retirees requiring efficient asset management to sustain their desired lifestyle.
Led by David Gibson, a Certified Financial Planner and Chartered Wealth Manager, the firm combines rigorous professional credentials with a values-driven approach to financial planning. David's background includes a law degree from Queen's University Belfast and continuous professional development in wealth management and financial planning. The practice has earned recognition as a Professional Advisor Awards finalist and maintains professional memberships with the Chartered Institute for Securities and Investment and Chartered Insurance Institute.
What sets Gibson Financial Planning apart is their philosophy centred on enabling clients to shape lives reflecting their personal aspirations, goals and values—viewing financial planning as a means to facilitate meaningful living rather than wealth accumulation alone. This personalised approach, combined with their demonstrated expertise and industry recognition, enables clients to delegate their wealth strategy with confidence. The firm emphasises ongoing relationship management, providing clarity and peace of mind that assets work efficiently towards clients' specific objectives.
Services offered
Wealth managementFinancial planningRetirement planningBusiness owner financial strategyExecutive wealth managementInvestment strategyAsset managementFinancial independence planning