Financial Planning


Gibbs Denley
Gibbs Denley are independent financial advisers (IFAs), with our Cambridge and Bury St Edmunds offices also holding Chartered Financial Planners status. Our highly qualified team of financial advisers are here to help guide you towards achieving your financial goals and objectives.

Free Initial Meeting
We offer a free no–obligation meeting to all new clients. In this meeting one of our financial advisers will discuss your circumstances, needs and priorities and objectives to establish if we can add value to your financial planning before providing a report with a bespoke set of recommendations.

Retirement Planning
To maximise your income after retirement it is essential to start planning as early as possible. Our highly qualified team can help you to plan in advance of your retirement, as well as helping you to take your retirement benefits in the most tax efficient way.

In addition to the usual pension planning, we offer Small Self-Administered Scheme (SSAS) pensions, for which we are able to act as a Professional Trustee. This type of planning can be useful to purchase a commercial property or provide commercial loans to and from a business. In addition, we are able to provide full employee benefit advice regarding Workplace Pensions and Auto-Enrolment.

We advise on and arrange life assurance, income protection and private medical cover for individuals, and business protection services for corporations. Our personal insurance team can also help with car, home and travel insurance.

Tax Planning
Using our expertise, we will assist with your Income Tax planning and Inheritance Tax planning to minimise your tax liability through the use of appropriate investments and, in some instances, specialist trusts.


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