David Gibson

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

I needed clarity on what do to and what not to do when it came to longterm financial planning. David helped provide that for me.

How has David Gibson helped you?

"What David put in place for me was a plan and structure that created clarity around my financial future. The world of investing can often seem confusing, but David simplifies it all and makes it easy. I can’t recommend Gibson Financial Planning enough.” Seamus Fox

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

I’m satisfied with everything Gibson financial planning has helped me with.

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

We needed a retirement plan

How has David Gibson helped you?

"We had no plan - we were winging it and telling ourselves we'd be fine. I was also sceptical of financial advisers after hearing some of the horror stories. But we'd known David for a while, so we took the plunge and booked a meeting. That changed everything. We're no longer winging it. David gave us a clear plan, a sense of the future, and a security we'd never had before. Professional, attentive and concise - we only wish we'd done it sooner."— Sean McLaughlin

Have you seen the outcome you were hoping for?

We have and are delighted

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

I was seeking advice on a maturing work pension and amalgamating other smaller pension pots.

How has David Gibson helped you?

He provided information on various options for my maturing pension and advised accordingly. I provided him with my various pension details and he arranged the transfer of funds into one new pension.

Have you seen the outcome you were hoping for?

Yes. I am aware that market values rise and fall but overall the outcome to date seems ok.

What could they have done better?

I am satisfied with everything that has been done to date and will continue to seek advice in the future.

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

We were looking to plan for our retirement and make maximum use of our income.

How has David Gibson helped you?

David has helped us set a clear path on how we can best invest to ensure we successfully work towards our retirement. He has also provided clear advice in what can only be described as a volatile market environment

Have you seen the outcome you were hoping for?

We are working towards our goal and are definitely seeing positive results.

What could they have done better?

Nothing. It has been very good.

Please provide a brief comment about your experience with David

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