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 June 2025
David and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
1
Recent Client Reviews
David has received 1 client review in the past 12 months; 100% of these have been verified
Verified reviews: 100%
David has received 1 client review in the past 12 months; 100% of these have been verified
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.
13
Qualifications Uploaded
David has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
13 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 June 2025
David and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
1
Recent Client Reviews
David has received 1 client review in the past 12 months; 100% of these have been verified
Verified reviews: 100%
David has received 1 client review in the past 12 months; 100% of these have been verified
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.
13
Qualifications Uploaded
David has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
13 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)
“I am passionate about helping business owners discover the financial freedom and flexibility that allows them to shape their lives in ways that are most meaningful to them and those they love and care for. I help you make your financial resources work best for you as you seek to shape your life in a way that reflects and enables your personal aspirations, goals and values. I am a dedicated cyclist, keen hiker and lover of being outdoors. I have a young family and love to see them each thrive and flourish. I believe in the importance of constantly seeking the right balance between good work which brings us security and freedom, practises which allow our health and well-being to flourish and personal commitments that enable us to carry out the responsibilities we have to our families, our communities and our world. I am a natural seeker and strive to do whatever I set my mind to at the highest standard. I am constantly looking to do things better, see and understand things more compassionately and have my mind challenged and changed for the greater good.” We provide a specialist service focused on the needs of business owners who aspire to financial independence giving you the option to work because you love to, not because you have to. We are one of a handful of companies to have attained Accredited Financial Planning Firm™️ status, the gold standard in financial planning. Only three firms in Northern Ireland have attained this standard. Let us take care of every aspect of your personal strategy for growing the wealth of you and your family. Working in partnership with us will free you up to focus on your business, those you love and support and the things you are most passionate about. We know that trust is earned and we’ll work with you to build a long term relationship that’s based on clear, impartial and independent advice, entirely focused on how your wealth can enable you to live out your highest values.
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
Based on responses provided by clients who have reviewed this adviser
Clients' level of financial expertise
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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