Wells Gibson was founded in 2016 by Jonathan Gibson, Managing Director.
What’s in a name? In 1988, Jonathan was introduced to the world of banking by his late grandfather, James Wells Gibson and in 1991, he was introduced to the financial advisory sector by his late father, Terrence Wells Gibson.
Wells Gibson is a boutique, family owned business and represents Jonathan’s career goal to own, manage and lead an independent financial planning and wealth management business.
Based in Dundee and serving clients principally in Scotland, Wells Gibson is focused on establishing and building quality relationships with clients. The plan is to remain small so clients receive a dedicated and specialist, Director led service.
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.
Our Why, How & What
We believe real wealth is about so much more than money and possessions. It’s about the whole of life – your life, your purpose.
As part of a consultative service, we focus on:
- Understanding your personal story;
- Knowing your values and the lifestyle you have now;
- Defining your goals and the lifestyle you want in the future.
Our comprehensive and integrated approach to financial planning and wealth management will:
- Answer your big questions;
- Present you with customised choices and solutions that address all your financial concerns, needs & goals;
- Collaborate with your other professional advisors, when required.
Our Team
Jonathan Gibson CFP™, Managing Director.
Prior to establishing Wells Gibson, Jonathan was a co-founder and director of Verus Wealth, 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’s qualifications include:
- Chartered Financial Planner
- CERTIFIED FINANCIAL PLANNER™ Professional
- Chartered Wealth Manager
Jonathan has 25+ years experience as an advisor for private clients and 10+ years as a business owner.
Jonathan is married to Claire and has 3 daughters, Christina, Hannah and Katie. A Christian by faith, Jonathan also enjoys playing golf and going to the gym when time allows.
Josh Smith
Associate
Josh Smith (LLB)(Hons) – Associate. Having graduated from The University of Dundee in 2017 with a Bachelor of Laws with honours, he has joined the team as a trainee and is currently studying to achieve the level 4 Diploma in Financial Planning.
Rachel Morrison
Client Services
Rachel has worked in the financial services profession for 5 years and takes responsibility for providing a first-class service to the team and above all, our clients.
Tim Hale, BA (Hons), MBA
Guest Member of the Wells Gibson Investment Committee
Tim wrote the book ‘Smarter Investing’ after seeing the mistakes made by investors when working for what is now JP Morgan Asset Management. He is CEO of Albion Strategic Consulting which he established in 2001 and now works with over fifty high quality financial planning firms in the UK, helping them to establish and manage a robust, risk-focused and low cost, passive approach to investing for their clients.
Kim Bendall
Paraplanner
Following a career in accountancy, Kim joined the financial services industry in 2000 and has vast experience as an independent financial adviser and paraplanner and in 2013 was named Paraplanner of the Year in the Professional Adviser Awards.
Lucy Homer
Client Services Support
Lucy has worked in the financial planning profession since 2001and has been commended for her excellent work ethic and client relationship management.
Sarah Kay
PA
Sarah is responsible for looking after our incoming calls so she will usually be the first person you speak to when you call. She has worked in the customer services industry since leaving University in 2013.
Our Seven Core Values
