What we do and
At Wells Gibson we make it easier for client families to visualise and achieve the life they want.
We put your life at the centre of our conversations and will design and create a wealth plan which will:
Answer your big questions;
Help you be financially well organised and prepared for the future; and
Give you the greatest chance of a successful investment outcome and fulfilled life from the money you have and will have.
We deliver Proper Wealth Planning
Chris & Suzanne Clarke, Aberdeenshire
Clients of Wells Gibson since 2017
“When we first met Jonathan, his warm, friendly, confident and professional manner underpinned by his strong family orientated background and his broad understanding of financial investments made the decision easy to entrust him as our chosen financial planner.“