
About Us

Experts at providing holistic financial planning services that empower clients to make informed decisions, achieve financial stability, and secure their long-term financial wellbeing.
We provide comprehensive and personalised financial strategies tailored to each client’s unique circumstances.
Services include personal finances, investment management, retirement planning, estate planning, tax optimisation, and risk management.
Consumer Duty
Bob Gibbs Financial Planning complies fully with Consumer Duty by ensuring fair Value and assessing a Target Market.
Here is a link to the Fair Value statement
Mission and Vision
Mission
Provide personalised financial solutions that lead to long-term prosperity.
We are committed to understanding our clients’ unique aspirations, designing customised strategies, and offering ongoing guidance to help them navigate life’s financial journey with confidence and success.
Vision
Our vision is to help our clients achieve their goals and desired legacies – preserving and growing their wealth across generations.
We aim to be the trusted partner in guiding families through their financial journey, creating customised strategies that align with their values, protect their assets, and leave a positive impact on their loved ones and communities.
Meet our team

Bob Gibbs, BA (Hons), DipFA
Adviser, Director
I have been an independent Financial Adviser for 10 years, a Financial Adviser with Lloyds Bank for 8 years as well as a 7 further years at Lloyds Bank working as a Personal Account Manager. I have been in financial services since a young age – I just love organising finances, especially when I can make such a difference. I have full DipFA qualifications, mortgage, long term care & equity release qualifications as well as the first qualification towards Chartered Status.
I love spending time with Samantha and walks with our family dog Chester, plus travelling far and wide when I can.
Most of all I love the job I do with over 280 happy clients within Bob Gibbs Financial Planning.

Keali O’Neil, CeMAP, CeRER, DipFA
Associate Partner & Financial Adviser
Keali, a fully qualified Financial Adviser, has over 13 years of experience in the financial services industry. Alongside building a successful career, Keali is committed to fostering trusted relationships with her clients.
She is also a devoted mother to her two young children, Noah and Mia. Outside of work, she enjoys spending time with family and friends and has a passion for travelling. Like Bob, she loves the job she does and shares values that align closely with ours – making her a perfect fit for our team.

Jenny Stones, FPFS
Chartered Financial Planner
Jenny is a Chartered Financial Planner, with over 25 years’ experience in Financial Services and has a particular interest in pensions and planning for retirement. Jenny is committed to making financial planning less daunting or confusing for her clients and to ensure her clients feel supported and valued.
When she isn’t working, Jenny loves to spend time outdoors. Walking, wild swimming and horse-riding are among her many hobbies, as well as enjoying theatre, live music and even performing herself occasionally, either with her choir or at local open mics. She tries not to sing too much in the office, but sometimes can’t help it!

Samantha Gibbs, LLB
Non-advising Director
Samantha is the non-advising Director of Bob Gibbs Financial Planning. Her duties are administrative only, assisting Bob so that he has more time to spend with clients.
Sam has been married to Bob since August 2015 and she loves spending time with family and the animals, especially Chester.

Belinda Stock
Office Manager
Belinda joined us in September 2025 as Office Manager, bringing over 25 years of experience in the financial services industry. Her career has spanned roles from Administrator and Senior Client Support to Administration Manager, equipping her with a broad range of skills she now uses to support Bob and the team. She plays a key role in providing administrative support to our clients here at Bob Gibbs Financial Planning, as well as assisting Bob with the smooth day-to-day running of the office.
Outside of work, Belinda enjoys spending time with her two grown-up daughters and the family’s miniature dachshund, Mash. She also sings in pubs and open mic nights as part of an acoustic duo with her guitar-playing husband. In her spare time, she loves motorhome holidays, travelling, and going to the movies.

Ellie Henry
Data Analyst
Ellie is the financial Data Analyst at Bob Gibbs Financial Planning. She tracks investment funds and reports back to the company weekly and monthly.
She is also an actor and a dog mum to a cockapoo called Ralph.

Natalie Pewsey
Administrator
Natalie loves dealing with all things admin! She helps with the writing of our reports, prepares our client annual reviews and portfolio summarisations. She updates our system with client fact find information, as well as dealing with correspondence and contacting our various providers. Natalie also formats our documents and presentation work.
When she’s not doing admin, Natalie enjoys spending time with her husband, meals out and spa days! She loves to exercise (to balance all the meals out!) and caring for her cat, who completely runs the home!

Amber Gibbs
Marketing Executive & Business Administrator
Amber enjoys collaborating closely with Bob, handling a variety of administrative tasks, and liaising with different companies. She also plays a key role in the marketing and promotion of the business at various networking events, whilst increasing brand awareness. Additionally, she is responsible for client illustrations, ensuring that all materials are clear, accurate, and visually appealing.
In addition to her professional role, she is a dedicated student studying Business Management, with a strong focus on ensuring that her work aligns with her academic goals. Passionate about cars, her pride and joy is her VW Polo GTI, which she takes great pride in maintaining.
