We believe real wealth is about much more than money and possessions
We’re committed to helping our clients identify and pursue the fulfilling and meaningful life they desire.
Wells Gibson is proud to support charities and we encourage, facilitate and inspire our clients to also give regularly to charities.
We embrace community involvement and understand the value of giving back, through staff volunteering and charitable donations to the local community
Our regular team development days allows us to create a stronger team dynamic. An opportunity to step away and remember why we are here and why we love to serve in this profession.
Wells Gibson was founded by managing director Jonathan Gibson in 2016 and has since grown organically, anchored by the principles of authenticity, transparency, partnership and innovation.
Jonathan named the company in honour of his late father, Terry Wells Gibson, and late grandfather, James Wells Gibson. Both men played a significant role in helping guide Jonathan’s early career in financial services.
Based in Dundee, our independent, multi award-winning firm currently provides a highly personalised service to around 75 client families, living mainly in Scotland and also, North England.
Our contemporary office is situated in Prospect House, a stunning, Victorian building. Prospect Business Centre offers ample parking, located in Dundee’s Technology Park and is easily accessible from the A90 Kingsway West.
Our client meeting rooms are easily accessible to all.
Our team share Jonathan’s founding principle, that real wealth is about much more than money and possessions, yet there are 4 key values which guide Wells Gibson.
Work in partnership with us and discover what your financial future could look like.
Wells Gibson is a Chartered Institute for Securities and Investment Accredited Financial Planning Firm. We are authorised and regulated by the Financial Conduct Authority.