Accredited Financial Planning Firm of the Year 2021
Wells Gibson named UK Accredited Financial Planning Firm of the year 2021 by the prestigious Chartered Institute for Securities and Investment.
Our Mission is to give you
Clarity, Contentment, Certainty
We’re here to help you create financial peace of mind and live a fulfilled and meaningful life.
Wells Gibson | Financial Integrity
Who we work with:
Many of our clients, practice owner professionals and executive directors, approach Wells Gibson at different stages in their lives, yet all choose Wells Gibson to deliver the peace of mind they’re seeking.
Wells Gibson | Financial Integrity
Who we work with:
Many of our clients, practice owner professionals and executive directors, approach Wells Gibson at different stages in their lives, yet all choose Wells Gibson to deliver the peace of mind they’re seeking.
Approaching Retirement
You’re working hard and enjoying life, and although you have an eye on things, you need to pin down exactly what your financial future could look like and know what’s possible when the time comes.
Enjoying Retirement
You’ve already embarked on the next phase in your life and you’re loving every moment however, you’re not confident your investment and pension portfolio is providing for you quite as it should and you’re looking for an experienced guiding hand.
Investing a Windfall
You’ve recently received a lump sum, from the sale of your business or inheritance and are confused about how to make the most of it for you and your family. You’re looking for expert help managing and growing your windfall — not just for now, but for the future.
Independent
Wells Gibson is a family owned business which is not tied to any financial or investment provider. All advice and recommendations you receive will be fully independent.
Accredited
Wells Gibson is one of 70 firms in the UK to be awarded Accredited Financial Planning Firm status by the Chartered Institute for Securities and Investment (CISI).
Qualified
Wells Gibson is committed to all of our financial planners achieving CERTIFIED FINANCIAL PLANNER status and the Chartered FCSI (Financial Planning) designation by the CISI.
Trusted
Since launching in 2016, Wells Gibson have become trusted partners to over 70 client families in the UK – in our annual survey, ‘peace of mind’ is stated as the most valuable benefit our clients receive.
Verified
Wells Gibson is proud to be rated 4.7/5.0 by RQ Ratings – RQ’s unique, tech-enabled, due diligence and rating system is designed to assess, monitor and continuously promote the UK’s best Financial Planners.
Our Team
We’re financial planners who put your life at the centre of our conversations.
The money we manage is not our money, it's our clients' past and their future.
Our Team
We’re financial planners who put your life at the centre of our conversations.
The money we manage is not our money, it's our clients' past and their future.
Wells Gibson | Financial Integrity
Our Clients
Jonathan Gibson, Managing Director
Purposeful Wealth
As Albert Einstein once said: "Not everything that can be counted counts, and not everything that counts can be counted."
Jonathan Gibson, Managing Director
Purposeful Wealth
Jonathan’s book introduces Wells Gibson’s principles for living a fulfilled and meaningful life along with the key financial and wealth planning strategies you need to achieve this.
At the heart of Jonathan’s work as a financial planner is his belief that real worth is about much more than money and possessions. Here he guides you through the concepts behind investing wisely and living a fulfilled life before showing you what you need to do to make it all happen.
As Albert Einstein once said: "Not everything that can be counted counts, and not everything that counts can be counted."
Wells Gibson is proud to support charities, locally, nationally and internationally and our nominated charity for 2022 is Cancer Research UK.
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