Carl Gibson

APFS

My philosophy is simple; to help provide financial peace of mind for my clients and families across the generations. I do this by helping people organise their financial lives through building and managing a personalised financial plan. Having a plan enables people to focus on achieving personal goals and family aspirations.

After a 20-year corporate career, working with many of the UK's top Blue-Chip companies and drawing from a wealth of experience and client service, I followed my passion to change direction. I became a Partner Practice of St. James's Place in 2009, building my Practice to make a difference in people's lives.

Coming to the industry later means  I know what it is like to be a client, so I focus on keeping things easy to understand, delivering the highest quality financial advice provided by someone you can trust. In my spare time I enjoy spending time with my family and when time permits, sailing, golf, cycling, trekking, skiing, and music. I also like a personal challenge from time to time to take me outside of my comfort zone.

Testimonials

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Carl has been our trusted financial adviser for well over a decade now. During that time he has provided us with well-considered advice on investment and tax-saving measures. We well remember him giving some clear and helpful advice in relation to the surprisingly complex issue of when, and how, ...

Private client

Accreditations

Prestigious industry status recognises the value I place on my development and gives clients the confidence that they are supported by one of the UK’s leading wealth professionals.
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Click on the accreditations for more information

The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.