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Global Capital Markets Investor Relations Wealth Management:  CA  |  AU 

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Samantha Gibson

Photo of Samantha Gibson

Senior Wealth Planner

I believe it is vital to work closely with 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, focussing on 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 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 my ability in this role.

Location: Newcastle/Edinburgh

A bit about me:

I enjoy spending as much time outdoors as I can, you will find me on the beach walking my dog, in the gym or a yoga class. I'm also a massive foodie and to this day I am unable to turn down an offer of a cinnamon bun.

What does can-do mean to me:

You could call it an ethos, an approach, or an ideology. We simply call it can-do.

Can-do to me is maintaining a positive attitude and taking action when needed to get the best outcomes for my clients.

Contact:

+44 191 917 8529
View Samantha Gibson's profile on LinkedIn

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Investment involves risk and you may not get back what you invest. It’s not suitable for everyone.

Investment involves risk and is not suitable for everyone.