Ian Gibson

Background

About Ian Gibson

As a Chartered Wealth Manager with 12 years experience as a Financial Advisor, I pride my self in finding out my clients aims, goals and priorities then creating an effective plan to achieve this with structured reviews to ensure the plans are always efficient and on track. I have a comprehensive understanding of the following and how they interact together to offer well considered holistic advice: Investment Planning; Onshore and Offshore investments Tax efficient wrappers and use of allowances including ISA & CGT allowances, EIS, VCT Exclusive investment funds and price points Family Financial Protection; Life Cover Mortgage Cover Critical Illness Cover Income Protection Family Income Benefit All with pertinent trust planning to reduce IHT Pension Planning; Group and Personal Pensions SIPP Pension reviews and Transfers Goal setting and contribution calculations to achieve in real value At Retirement Planning; Annuities Drawdown Phased Drawdown Pension lump sum management Estate Planning; IHT planning and use of exemptions Trust planning for Investments including Discounted Gift Trust, Loan Trusts Trust planning for Protection including Discretionary trusts, Split trusts, Absolute trusts Review Will and executors Ongoing service; Bespoke service based on clients preferences Structured Face to Face meetings 24/7 live valuations through client personal website and app Secure messaging Secure document storage Fund manager updates Ongoing and evolving analysis of financial situation and effectiveness to achieve goals My contact email is iangibson@tpllp.com.