Ian Gibson
Financial planning
Areas of expertise
High net worth clients - advising on all aspects of wealth planning
At retirement planning
Estate Planning
Experience
Notable client work and achievements
* advised a client on how best to restructure his late father's pension Self Invested Personal Pension as without advice a significant proportion of the fund was going to result in an unnecessary tax charge
* successfully worked with a family business to advise them on how to use their pension funds to acquire their business premises
* worked with a family business to secure maximum value on disposal and then created a Family Investment Company as part of the ongoing financial planning for them
Professional qualifications and memberships
Comms