Paul Gibson

FPFS, Cert II (MP & ER)

Director
& Chartered Financial Planner

Paul Gibson

Career Profile

Paul is a Director and Chartered Financial Planner and has been at Active since 2009.
Before joining Active, Paul had a long career at Yorkshire bank (19 years) where he learned his trade and worked his way up to Senior Financial Planner specialising in high net worth private and corporate clients.  Dedicated to his trade, and committed to supporting clients with a variety of needs, Paul has worked consistently throughout his career to gain advanced qualifications in financial services. These higher level qualifications allow him to provide advice in more complex need areas.
Paul achieved ‘Chartered’ status in 2012, and since then became a Fellow of the Personal Finance Society (part of the Chartered Insurance Institute), the highest  qualification awarded by the CII.
In 2013 Paul led the firm’s successful achievement of ‘Chartered’ status .
In 2017, Paul became Trustee of a local charity, The High Tide Foundation.  The charity brings together industry and education across Teesside to increase awareness of career opportunities for young people in the Tees Valley.

Key Services

Paul covers the whole range of financial planning.  However, over the years he has built up a real specialism in high net worth investments and pensions, as well as inheritance tax planning and also corporate financial planning.  Paul has also advised a number of the North East’s lottery winners.  Paul is primarily based in North East, but will often travel to meet clients all over the UK, including London and Glasgow.

Qualifications

– Senior Management and Supervision (AF6, 2016)

– Discretionary Investment Management (J10, 2016)

– Supervision in a regulated environment (JO7, 2015)

– Pension Planning (AF3, 2012)

– Financial Planning Process (AF5, 2012)

– Long Term Care Insurance (CF8, 2012)

– Pension Planning (J04, 2011)

– Pension Income Options (J05, 2011)

– Investment Principles & Risk (RO2, 2010)

– Equity Release (ER1, 2009)

– Personal Tax and Trust Planning (G10, 2003)

– Personal Financial Planning (G20, 2003)

– Business Financial Planning (G30, 2003)

– Certificate in Mortgage Advice (CeMAP, 1997)

– Certificate in Financial Advice (CeFA, 1996)

Get in Touch

If you would like to find out more about how we can help you, please give us a call or drop us an email.

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Active Spirit

“Having been a client of Active for many many years and have always been given great advice and direction. I am now looked after by Andrew. He has given excellent advice and service, continuing on the great work this company has always offered me. Always cheerful and helpful; a great asset to Active. I have no problem recommending him to other people.

Tees Businesswomen of the Year Awards – I made the shortlist!

12th November 2018

By Liza Pontone Last month, I was absolutely delighted to find that the team at Active had nominated me for the first ever Tees Businesswomen of the Year awards. I…

Pensioners reclaim over £330m in overpaid tax with more than £50m in emergency tax repaid since Jan 2018!

6th November 2018

In our role as Financial Planners, we spend a considerable amount of time assisting clients with structuring their income requirements in retirement. Much of this can revolve around the taxation…

Government rejects calls for ‘fundamental reform’ to pensions tax relief

24th October 2018

It would appear that the government has poured cold water on any plans to reform the tax relief system for pension contributions in the near future, despite many calls to…