David Gibson

Please provide a brief comment about your experience with David

I found David very approachable and answered all my questions with knowledge and professionalism

What were the circumstances that caused you to initially look for an adviser?

David was introduced to me by a family member who could no longer look after their own affairs, and had invested and trusted Gibson Financial Services for many years.

How has David Gibson helped you?

David advised me about inheritance planning, long term care, investments, and pension planning.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

What were the circumstances that caused you to initially look for an adviser?

I wanted to appoint a financial adviser in Northern Ireland after moving from Scotland last year to live in Northern Ireland.

How has David Gibson helped you?

David managed my pension transfer very efficiently and kept me fully informed of the process at every stage. He has provided regular updates since then, often unprompted, and replies quickly to any messages or phone calls from me.

Have you seen the outcome you were hoping for?

Yes. I feel that he takes a close interest in my investments and I have every confidence in his professional expertise and judgement.

What could they have done better?

Nothing I can think of.

What were the circumstances that caused you to initially look for an adviser?

An unruly and under-performing collection of assets.

How has David Gibson helped you?

Clear advice, helped us better understand our own attitude to risk, moving investments to better performing funds, offering choice on ethical investment. merging investments. Pension planning.

Have you seen the outcome you were hoping for?

Yes, i.e. maintain the core value of our initial portfolio but release funds as required to maintain current lifestyle.

What could they have done better?

Nothing really.

What were the circumstances that caused you to initially look for an adviser?

Nearing retirement.

How has David Gibson helped you?

David provided me with accurate, professional and practical information on how best to invest for my future.

Have you seen the outcome you were hoping for?

Yes I've been very happy with the results even in the midst of a pandemic.

What could they have done better?

Nothing as we were in 'uncharted' waters with this pandemic.