“Authentic is the one word that defines Wells Gibson and serves as our guiding force.”
Jonathan Gibson, Managing Director
About Wells Gibson
Wells Gibson is a CISI Accredited Financial Planning Firm ™ and boutique, family owned business, founded in 2016 by Jonathan Gibson, Managing Director.
What’s in a name? In 1988, Jonathan was introduced to the banking sector by his late grandfather, James Wells Gibson and in 1991, was introduced to the financial advisory sector by his late father, Terry Wells Gibson.
Wells Gibson has adopted The Pension Transfer Gold Standard, a voluntary code of good practice for defined benefit, pension transfer advice.
Kevin & Anita Leeming, Inverness
Clients of Jonathan’s since 2008 and Wells Gibson since 2016
“We like Jonathan’s holistic approach to a strategy which targets our goals. Review meetings are exactly that and not a platform for further product sales.“
We deliver Proper Wealth Planning
Our Vision & Mission
Our vision is to see lives changed, one client, one family at a time and our mission is to bring clarity, contentment & certainty to your financial life:
Clarity
Visualise what your financial future could look like
Contentment
Be less anxious about tomorrow
Certainty
Know you can secure all that you value
