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.
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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 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.

Jonathan Gibson CFPTM

Chartered FCSI, Managing Director

Jonathan Gibson CFPTM, Chartered FCSI, Managing Director of Wells Gibson Limited, Author of Purposeful Wealth and Host of the Purposeful Wealth Podcast.

Prior to establishing Wells Gibson, Jonathan was a co-founder and a director of Verus Financial Planning, Dundee (est. 2005) and AAB Wealth, Aberdeen (est. 2011), two successful and national award-winning businesses, which were established in conjunction with two leading firms of accountants.

Jonathan is a Chartered Fellow of Chartered Institute for Securities & Investment (CISI), and his qualifications include:

  • CERTIFIED FINANCIAL PLANNER™ Professional
  • Chartered Fellow (Financial Planner)
  • Chartered Wealth Manager
  • Chartered Financial Planner

Jonathan has c.30 years’ experience as an advisor for private clients and nearly 20 years as a business owner.

Jonathan is also a member of The Initiative for Financial Wellbeing who help financial planners, advisors and coaching to improve their clients’ financial wellbeing by helping them become happier and more fulfilled by identifying what aspects of their life they value most.

Jonathan is married to Claire and has 3 daughters, Christina, Hannah, and Katie.  A member of St. Peter’s Free Church, Dundee, Jonathan also enjoys playing golf at Downfield and is an active gym member of the Universities of Dundee Boxing Club.

Josh Smith (LLB)(Hons)

Financial Planner

Having graduated from The University of Dundee in 2017 with a Bachelor of Laws with honours, he joined the team as an Associate and achieved the Diploma in Regulated Financial Planning in 2019. 

Josh is currently studying to be qualified as a CERTIFIED FINANCIAL PLANNER™ Professional and Chartered Financial Planner.

Josh is a keen mountain biker, violinist and enjoys sweating it out in the gym.

Rachel McBeth

Client Services Manager

Rachel has a strong background in the financial services profession. Rachel manages our client services team, ensuring the team provide a first-class service to our clients.

In her spare time, Rachel enjoys spending time with friends, being in or around the sea – paddleboarding/kayaking and dabbling in calligraphy.

Dylan Gibson

Trainee Financial Planner

Dylan joined the Wells Gibson team back in 2020 as an Apprentice, since progressing to Trainee Financial Planner, working towards his Investment Advice Diploma through the Chartered Institute for Securities & Investment (CISI).

Dylan enjoys playing the piano, reading, watching films and spending time with his friends.

Lori McCluskey

Trainee Financial Planner

Lori joined the Wells Gibson team back in 2021 as a Trainee Financial Planner.  

Lori graduated from the University of Dundee in 2020 with a Master of Arts degree in Financial Economics with First Class Honours and has previously worked as a Finance Assistant at Tayside Medical Science Centre (TASC) and as a summer intern at the Scottish Property Federation.  Lori is currently studying towards her Investment Advice Diploma through the Chartered Institute for Securities & Investment (CISI).

In her spare time, Lori enjoys going to the gym, listening to music, spending time with her cockapoo Angus and socialising with friends and family.

Emma-Jane Kerr

Operations Manager

Emma-Jane (EJ) joined the team in April 2022 with extensive experience in both the public and private sector, holding industry qualifications in project management, leadership, and management. EJ oversees the implementation, reporting and oversight of the firm’s day-to-day activities and has a huge passion for improving corporate, social, and environmental responsibility.

EJ is married to Richard and has two young sons, Cody & Marcus, who keep her on her toes!  In her spare time, EJ loves exploring new restaurants, organising and occasionally visiting the stables to satisfy her life-time love of horses.