0330 038 8942
Based in Coleraine
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FCA Regulated
David and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 18 April 2025
David and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Recent Client Reviews
David has not received any client reviews in the past 12 months
David has not received any reviews in the last 12 months
David has not received any client reviews in the past 12 months
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 06 March 2025
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
10
Qualifications Uploaded
David has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
10 qualification certificates available to view
David has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
David has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
David has provided information on their typical fees
David has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
6
Positive First Impressions
83% of VouchedFor users have had a positive (4 or 5 star) first experience with David (based on 6 first impressions)
83% of users who are not yet clients had a positive first experience with David
83% of VouchedFor users have had a positive (4 or 5 star) first experience with David (based on 6 first impressions)
Checks carried out by VouchedFor
FCA Regulated
David and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 18 April 2025
David and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Recent Client Reviews
David has not received any client reviews in the past 12 months
David has not received any reviews in the last 12 months
David has not received any client reviews in the past 12 months
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 06 March 2025
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
10
Qualifications Uploaded
David has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
10 qualification certificates available to view
David has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
David has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
David has provided information on their typical fees
David has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
6
Positive First Impressions
83% of VouchedFor users have had a positive (4 or 5 star) first experience with David (based on 6 first impressions)
83% of users who are not yet clients had a positive first experience with David
83% of VouchedFor users have had a positive (4 or 5 star) first experience with David (based on 6 first impressions)
Based in Coleraine, Gibson Financial Planning is an award-winning company that provides specialist financial services for people approaching retirement and for those who are already retired. Offering a personalised service tailored to meet your individual needs, our independent financial advisers can assist with everything from retirement planning to investment advice. 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 in 2015, 2016 and 2019, 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. 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.
Offers available through VouchedFor
Contact David through VouchedFor and your initial 1 hour meeting or phone call will be free of charge. You can use this to discuss your situation and find out whether you feel they are a good match for you.
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
About David's clients
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Adviser Disclaimer
Gibson Financial Planning Ltd is authorised and regulated by the Financial Conduct Authority
FSA number 531794. Registered in Northern Ireland Number NI604132