In 2015, David was shortlisted in the Young Financial Adviser of the Year 2015 and Financial Adviser of the Year 2015 categories in the Unbiased.co.uk annual awards. He was also commended in second place as Young Financial Adviser of the Year in the 2014 awards. Meanwhile, Gibson Financial Planning Ltd was also shortlisted in the Best Adviser (Scotland and Northern Ireland) category in Professional Adviser’s annual awards in 2015, 2016 and 2019, and the firm has UK top-rated adviser status on vouchedfor.co.uk David is a professional member of the Chartered Insurance Institute, the Personal Finance Society, the Institute of Financial Planning and the Chartered Institute for Securities and Investment. As director of a family-owned business committed to nurturing the local community, he’s also chairperson of the Oasis Causeway steering group. Oasis Causeway is a Coleraine-based charity which provides emotional and practical support to help people rebuild their lives after circumstantial change, trauma or crisis.
A regular expert commentator in the national and financial press, David previously graduated from Queen’s University, Belfast with a law degree, before joining the family firm in 2001. Since then, he’s continued to develop his professional skills, obtaining both Certified Financial Planner — globally recognised as the symbol of excellence in the financial planning industry — and Chartered Wealth Manager which recognises CISI members at the pinnacle of their profession.
