Samantha Gibson
Senior Wealth Planner
About Samantha
I believe it is vital I work closely with my clients to get to know them personally as well as financially. This understanding assists me in generating an effective financial plan which will allow them to satisfy their ongoing objectives, short and long term. I provide comprehensive planning solutions, with particular focus on advisory/discretionary investment services and financial planning with private clients, trusts and clients in need of Later Life planning. Having worked for leading insurance companies, banks and Wealth Management firms there is little I have not come across.
I am a Fellow of the Chartered Insurance Institute and I have worked in financial services since 2003. Being a Wealth Planner since 2008 I have experienced many unforeseen economic events that have only helped to strengthen by ability in this role.