Jayne Gibson MSc FPFS MSWW TEP

Managing Director at IOF Legacy at IOF Legacy
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Contact Information
us****@****om
(386) 825-5501
Location
Belfast Metropolitan Area, UK

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5.0

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Greg Robertson

Robertson Baxter has appointed Jayne to conduct specialist pensions analysis and advice for our clients on various occasions over the last 2-3 years. We continue to be very satisfied with the high quality of work produced and admire her straightforward and personable approach to what can be highly technical matters.

Stephen Baxter

I have worked with Jayne for two years now on various different elements of the most technical aspects of financial planning. Jayne's attention to detail and easy style of communication have made all of my dealings with her a pleasure. She has the ability to turn complex issues into something that clients understand and always has the evidence to support recommendations. I have no hesitation to use Jayne and no hesitation to recommend her either.

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Experience

  • IOF Legacy
    • United Kingdom
    • Financial Services
    • 1 - 100 Employee
    • Managing Director at IOF Legacy
      • Aug 2015 - Present

  • Hanbury Wealth
    • United Kingdom
    • Financial Services
    • 1 - 100 Employee
    • Chartered Financial Planner
      • Sep 2021 - Present

  • GWM Solutions Ltd
    • Managing Director
      • Mar 2021 - Present

    • Managing Director
      • Aug 2015 - Apr 2023

      Highly qualified Chartered Financial Planner providing innovative solutions for clients short and long term needs. I am also a pension transfer specialist and receive referrals from advisers across the UK.

  • Personal Finance Society
    • United Kingdom
    • Financial Services
    • 1 - 100 Employee
    • Chartered Champion
      • 2016 - Apr 2023

      My role is to promote Chartered Status and professionalism in Financial Planning to the general public and with other professional advisers. Also to encourage and support those on the road to becoming Chartered. My role is to promote Chartered Status and professionalism in Financial Planning to the general public and with other professional advisers. Also to encourage and support those on the road to becoming Chartered.

  • Jayne Gibson
    • Belfast, United Kingdom
    • Technical Author
      • Jan 2010 - Apr 2023

      Recently authored AF7 Pension Transfers Study Guide. Recently authored AF7 Pension Transfers Study Guide.

  • Insight.Out Financial
    • Belfast, United Kingdom
    • Managing Director
      • Aug 2015 - Nov 2022

  • North Financial Management LLP
    • Belfast
    • Partner
      • Jun 2012 - Jul 2015

      Financial Planners providing professional advice to individual and corporate client's across the UK. Financial Planners providing professional advice to individual and corporate client's across the UK.

  • Personal Finance Society
    • United Kingdom
    • Financial Services
    • 1 - 100 Employee
    • Chair for Northern Ireland Regional Committee
      • Nov 2013 - Dec 2014

    • Vice Chairman Northern Ireland Regional Committee
      • Jan 2011 - Nov 2013

      Work with the other committee members to help the Personal Finance Society provide valuable CPD and technical training to members in Northern Ireland.

  • Gibson Wealth Management
    • Owner
      • Oct 2008 - Jun 2012

      Provided bespoke personal financial planning stratgeies Provided bespoke personal financial planning stratgeies

  • STEP – Advising Families Across Generations
    • United Kingdom
    • Non-profit Organization Management
    • 1 - 100 Employee
    • Member of the Society of Trust & Estate Practioners
      • Mar 2008 - Apr 2011

      Registered Trust and Estate Practitioner Registered Trust and Estate Practitioner

  • Doherty Pension & Investment Consultancy
    • United Kingdom
    • Financial Services
    • 1 - 100 Employee
    • Financial Services Manager
      • Oct 1998 - Jan 2006

Education

  • The Manchester Metropolitan University
    Doctor of Philosophy (PhD), Financial Planning
    2013 - 2019
  • The Manchester Metropolitan University
    MSc Financial Planning & Business Management, Financial Planning
    2011 - 2013
  • Queens Park High
    1978 - 1984

Community

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