David Gibb
Financial Planner
Chester office
David has been advising for over 17 years and has qualified as a Certified Financial Planner, a Chartered Financial Planner, as well as a Level 7 Chartered Wealth Manager and is qualified to give advice on all specialist areas of advice including Long Term Care, Equity Release and Defined Benefit Transfers. David is a Holistic planner who has vast experience in complex estate planning, as well as detailed investment and pension planning and deals with all relevant generations of families where this is required. He also has a strong back ground advising business owners and CEOs/CFOs and has helped many business owners develop and implement exit strategies.
David is a father of two young(ish) daughters, and spends any spare time reading, walking and helping local charities.