01422 521000


How We Work

In order to understand new clients' needs we conduct an initial meeting. There is no cost to this initial meeting. The meeting is designed to help your adviser understand your current and future aspirations. The consultation will also focus on any existing financial products that you may already have, such as a saving accounts or pension policies. This initial meeting will also clearly lay out our charging structure.

Following the initial meeting, your adviser will put forward a written proposal if there is work to complete. You will then be able to decide if you want to proceed with the proposal.

If you are happy to proceed there is usually a further information gathering meeting where a definite plan of action is agreed.

There will be a final presentation meeting to discuss any recommendations. Upon your agreement your adviser will then implement the recommendations.

If you have chosen to receive ongoing financial advice there will typically be an ongoing annual review.

Contact us

Gibbons Associates

4 Albert Street
Hebden Bridge
West Yorkshire

Tel: 01422 521000

Email: Contact us

How to find us

  © 2015 Gibbons Associates

The Financial Conduct Authority does not regulate Tax Planning

The guidance and/or information contained in this website is subject to UK regulatory regime and is therefore restricted to consumers based in the UK
Gibbons Associates Limited is authorised and regulated by the Financial Conduct Authority
Registered office: Hill Brink - Mytholm Bank - Hebden Bridge - West Yorkshire HX76DL. Registered in England and Wales No: 7114870.
In the event of a complaint against an Independent Financial Adviser, this should initially be referred to the firm concerned. If the complaint cannot be resolved, the complaint can then be referred to the Financial Services Ombudsman (www.financial-ombudsman.org.uk).