Gibson Financial Planning (GFP, LLC) is an independent company. I receive no commission-based compensation from, nor am I directly associated or indirectly affiliated with any investment brokerage, insurance company, accounting/tax advisory firm, or legal practice. The only compensation I receive from clients is through an initial plan fee and an annual asset under management (AUM) fee.
A core function of the practice is creating, assisting implementing, and monitoring the client's goal-based comprehensive long-term financial plan. A client's financial plan is a shared understanding of the financial goals, and the time frame remaining and how to fund the financial goals.
A core function of the practice is creating, assisting implementing, and monitoring the client's goal-based comprehensive long-term financial plan. A client's financial plan is a shared understanding of the financial goals, and the time frame remaining and how to fund the financial goals.
Services
After clients decide that my approach to financial planning is the best method for them and want to formalize a client-planner relationship, we define specific financial goals. Common goals include retirement income planning, education funding for heirs, and multi-generational legacy planning. These goals are used to create a long-term financial plan.
Reviews (9)
Karyn Montgomery
Oct 28, 2021
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As first time investors my husband and I wanted to "get it right". We had met with a few financial advisors to assess our options, but David was highly recommended by a friend. We have found David to be open, patient, highly knowledgeable and professional. He answered all our questions and always responded quickly. He provided clear advice based on our circumstances and at no time did we feel pressured into investing any more, or taking any higher risk than we were comfortable with. We both like the idea of on going reviews . Its early days for us but I have every confidence that David's advice
Allen McAuley
Jun 05, 2021
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David has been superb, not just in ensuring my capital is invested in a diversified and cost effective manner, but also in furthering my understanding of the methodology behind his rationale for investing in the financial markets. In turn, I feel reassured and confident I am in good hands and would not hesitate to recommend the service of Gibson Financial Planning, to others.
Alwyn Thompson
Jun 01, 2021
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I have conducted business with David and his team for some years now. David has always acted with utmost professionalism integrity and accuracy when helping me with my financial planning. He gets to know exactly what his clients' needs are, offers sound advice and makes honest an assessment of the facts and figures available. I would confidently recommend Gibson Financial Planning to those seeking sound advice.
Alastair Clarke
May 30, 2021
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Having been offered early retirement, I needed an adviser to support me in managing my various pension pots and savings to provide income. David immediately impressed as a trustworthy individual who keeps the clients interests at the forefront of his activity. He explains options in a straightforward manner and always checks details before giving any advice.
Despite being hit by a pandemic shortly after commencing our relationship, David's service has been very impressive and the investment performance has been very good.
I would recommend David to anyone seeking a good financial adviser.
Despite being hit by a pandemic shortly after commencing our relationship, David's service has been very impressive and the investment performance has been very good.
I would recommend David to anyone seeking a good financial adviser.
Janet McNair
May 29, 2021
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Anne McConnell
May 29, 2021
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We have been a client of David’s for approximately 7 years and have found him to have delivered against our financial plan. He understands our needs and advises us on achieving our goals. He is attentive, clear in his advice and contacts us at key points with information that is relevant to us. We have been very impressed with the service we have received.
Dtrueblue
May 25, 2021
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Retirement tended to creep up on me all of a sudden and I asked myself how did I get here so quickly, so it was extremely important that I sought the correct professional pension guidance and Gibson Financial Services supplied that. They've guided me and my finances through this past pandemic year where we've seen markets tumble and investors get very nervy. David and his team are always there when you need them with advice and most importantly (for me) well informed financial information.
So whether you need pension advice or any other financial guidance check them out you won't be disappointed
So whether you need pension advice or any other financial guidance check them out you won't be disappointed
Mary-Lee Day
May 14, 2021
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When I got divorced I needed someone I could trust and depend on, someone who had my best interests always. I was very lucky to have found David Gibson. I trusted him with my future. He has gone out of his way to make sure everything goes smoothly. I suffer from anxiety and I know for a fact that David has taken the worry out f my finances. David has been looking after my finances for10 years now and I hope I never have to look for another financial advisor ever.
Peter Coupe
Apr 22, 2021
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