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Ian Gibson Financial planning
Managing Partner

Ian Gibson

Financial planning

Areas of expertise

High net worth clients - advising on all aspects of wealth planning
At retirement planning
Estate Planning

Experience

Ian has over 30 years experience of working with private clients and advising on all aspects of their wealth management and planning. 
His current role, as Managing Partner of the Leeds office, still allows him to maintain a small client bank where he enjoys building lasting relationships. He particularly enjoys working with family businesses and collaborates with fellow professionals to ensure the best outcome for his clients. 
Prior to joining Tilney in 2014 Ian was the Regional Financial Planning Head for Yorkshire & Scotland for a national  firm of Chartered Accountants. Before that Ian was the MD of a Wealth Management business in Sheffield that was owned by a regional chartered accountancy practice.

Notable client work and achievements

* advised a client on how best to restructure his late father's pension Self Invested Personal Pension as without advice a significant proportion of the fund was going to result in an unnecessary tax charge
* successfully worked with a family business to advise them on how to use their pension funds to acquire their business premises
* worked with a family business to secure maximum value on disposal and then created a Family Investment Company as part of the ongoing financial planning for them

Professional qualifications and memberships

Comms

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