Saving & Review
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Proactively helping you determine and take the first steps on the road to a sound financial future.
We are extremely proud to be celebrating our 50th birthday this year. Fifty years! From humble beginnings providing insurance and mortgages, we have evolved as the world has changed into the financial planners you know and love. Take a look back over the last five decades with our celebratory video.
We were very proud to receive the Client Impact Champion award from the Initiative for Financial Wellbeing. This award recognises the difference our approach of focusing on financial wellbeing is making to the quality of our clients' lives.
We are a small, privately-owned business providing financial planning and wealth management to individuals and working with companies on their employee benefit packages. We pride ourselves on taking the time to really get to know our clients and understand their needs so that we can best help them achieve their goals.
The place for updates on financially significant world events; our views on market developments; and news about our approach to doing business, including our focus on sustainability.
[Chris Budd – Chairman of the Initiative for Financial Wellbeing]
This quote struck a chord with us as it sums up our ethos perfectly. We love talking to our clients about their dreams and aspirations and helping them build plans for the future.
We didn’t realise it at the time, but we started working towards our goal of 'doing less harm' in 1998. Take a look at a timeline of the significant steps we’ve taken to be a more responsible business over the last 23 years.
Proactively helping you determine and take the first steps on the road to a sound financial future.
From pensions to ISAs, everything you need to plan, implement and enjoy your retirement.
For SMEs looking to enhance the staff benefits package they offer their employees.
Advice and guidance around financial planning for individuals working for one of our corporate clients.
I’m always very reassured by the Gibson Lamb approach and thoroughly appreciate Dave’s work to ‘future proof’ my wealth, not just for myself but, longer term, for my family. Working with Gibson Lamb has always given me great peace of mind in this area.
I have the utmost confidence in Dave and the team – not only do I feel that I’m being advised on sound and responsible investments, there’s a more personal element of broader life advice factored in too. I trust Gibson Lamb to take care of my whole family’s interests and always will.
Thanks again. It was good to see you too, a very reassuring hand on the tiller!
Thank you so much for a great meeting. Insightful and reassuring as always. I’m comfortable with having you help as we wend our financial way through life as I know you will act proactively based on data rather than reactively.
I do hope this email finds you well. Thank you for our fabulous advice on the holiday of a lifetime, it really was that and so much more.
I just wanted to thank you both for guiding me through this particular matter so efficiently, including of course your excellent report.
I would like to thank you for your help and excellent administration skill. Please pass our gratitude for yesterday on to Dave. He was so helpful and clear in his explanations and what he plans to do.
A bit of a thrill to receive the first batch of funds from my pension, having been paying in to one scheme or another for 37-odd years! Many thanks – as always – for your guidance and help over recent weeks.
What I find most impressive with the Gibson Lamb team is their ability to retain their sense of humour and positive outlook which must be quite challenging given the economic crisis and seemingly constant tinkering with the rules of the last few years.
Gibson Lamb made it very easy for me to understand my options at retirement. They are friendly, professional and very efficient.
I was very impressed by the comprehensive, easily intelligible and, above all, personalised documentation received recently regarding my urgent funds transfer.
Personal service of the highest quality, real relationships, humour – very appreciated partners though life.
Thank you once again for being a brilliant advisor – both on a financial front and the personal. I couldn’t be more delighted what you have done for my pension fund and also the sound advice you have given me in the past and now.