We believe real wealth is about much more than money and possessions

About Us

We’re committed to helping our clients identify and pursue the fulfilling and meaningful life they desire.

Charitable

Wells Gibson is proud to support charities and we encourage, facilitate and inspire our clients to also give regularly to charities.

Supportive

We embrace community involvement and understand the value of giving back, through staff volunteering and charitable donations to the local community

Active

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.

Charitable

Wells Gibson is proud to support charities and we encourage, facilitate and inspire our clients to also give regularly to charities.

Supportive

We embrace community involvement and understand the value of giving back, through staff volunteering and charitable donations to the local community.

Active

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.

Our Story

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

Rachel McBeth

Client Services manager

Dylan Gibson

Trainee Financial Planner

Lori McCluskey

Trainee Financial Planner

Emma-Jane Kerr

Operations Manager

Christina Gibson

Trainee Administrator

Lorna Thomson

Client Services Assistant

Our Values

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.

Authenticity

the one word that defines Wells Gibson and serves as our guiding force.

Transparency

ensures there is a spirit of openness in the way we communicate with our clients and as a team.

Partnership

we seek to be the trusted financial partner of all our clients.

Innovation

we seek to provide the perfect environment so our team can flourish and deliver a leading financial planning and investment service to every client.

Work in partnership with us and discover what your financial future could look like.

Our Accreditations

Wells Gibson is a Chartered Institute for Securities and Investment Accredited Financial Planning Firm. We are authorised and regulated by the Financial Conduct Authority.

Wells Gibson is proud to support charities, locally, nationally and internationally and our nominated charity for 2022 is Cancer Research UK.