Ian Gibson - Financial Adviser

As a Chartered Wealth Manager and a Partner at True Potential, I have the proposition and technology to offer clients excellent holisitc advice and ongoing service.

The systems allow my valued clients access to their own personal website through PC, Mac and / or Smartphone offering real time valuations on an exclusive range of funds and ability to keep in contact through secure messaging. The site also allows documents and correspondence to be held with out excessive and usually unnecessary paper work.

I am based in Edinburgh but travel to Hertfordshire and London on a regular basis and have clients and companies I work with throughout the UK.

My goal is to be my clients Trusted Advisor, working together to understand their aims goals and aspirations and putting the holistic plans to protect and achieve these.

I have extensive experience (20 years as a Financial Advisor) in dealing with onshore and offshore investments, tax wrappers, IHT planning, protection (personal & business), pensions and at retirement planning.

I love pensions!  I am a Pension Transfer Specialist and have the Level 6 Award in Pension Transfers from the IFS.  I am qualified to deal with all types of pensions including Defined Benefit (Final Salary) schemes.  Pension freedoms have made a massive impact on advice and it is a very important area to have clear goals which are well managed and monitored.

I pride myself in offering the highest level of service to any referrals received through my clients or professional contacts. I am actively looking to increase my client base and welcome any referrals, please contact me iangibson@tpllp.com

Ian Gibson Financial Adviser

Areas Served

  • London
  • North Scotland
  • East Scotland
  • South Scotland
  • West Scotland

Ian Gibson - Financial Adviser

Ian Gibson - Financial Adviser

As a Chartered Wealth Manager and a Partner at True Potential, I have the proposition and technology to offer clients excellent holisitc advice and ongoing service.

The systems allow my valued clients access to their own personal website through PC, Mac and / or Smartphone offering real time valuations on an exclusive range of funds and ability to keep in contact through secure messaging. The site also allows documents and correspondence to be held with out excessive and usually unnecessary paper work.

I am based in Edinburgh but travel to Hertfordshire and London on a regular basis and have clients and companies I work with throughout the UK.

My goal is to be my clients Trusted Advisor, working together to understand their aims goals and aspirations and putting the holistic plans to protect and achieve these.

I have extensive experience (20 years as a Financial Advisor) in dealing with onshore and offshore investments, tax wrappers, IHT planning, protection (personal & business), pensions and at retirement planning.

I love pensions!  I am a Pension Transfer Specialist and have the Level 6 Award in Pension Transfers from the IFS.  I am qualified to deal with all types of pensions including Defined Benefit (Final Salary) schemes.  Pension freedoms have made a massive impact on advice and it is a very important area to have clear goals which are well managed and monitored.

I pride myself in offering the highest level of service to any referrals received through my clients or professional contacts. I am actively looking to increase my client base and welcome any referrals, please contact me iangibson@tpllp.com

Areas Served

  • London
  • North Scotland
  • East Scotland
  • South Scotland
  • West Scotland

Areas of Expertise

Investment Planning

Reliable wealth management advice and the right investment strategy are crucial to securing your financial wellbeing. If you are looking to invest for income or growth, I can provide quality advice, comprehensive solutions and ongoing service.

True Potential Investments’ carefully constructed range of risk-rated funds, including the exclusive True Potential Wealth Strategy Funds, enable you to spread your investments across a wide range of asset types and fund manager styles to create a personal, diversified portfolio solution.

As a client, you will also have 24/7 access to your investments on your personal client site and the ability to top up on-the-go with True Potential’s world-first impulseSave® technology.

Retirement Planning

Regardless of where you are in life, it is important to receive expert and professional advice on your retirement plans and requirements.

Whether you need to set up a retirement plan or review your existing strategy, I can offer no-fee tax wrappers and access to world-class investment funds. Plus, I can ensure that you are taking full advantage of new pension freedoms.

In addition, our unique True Potential One® life planning tool helps you manage both the accumulation and drawdown phases of your retirement.

Protection

Protecting you and your family from unforeseen circumstances is essential now, and in the years to come.  I can provide protection cover in the various forms of life, critical illness and disability solutions as well as guidance on Inheritance Tax.