Wells Gibson serves and advises a wide range of clients including practice owner professionals, such as dentists and vets, and senior executives in the energy sector. The question is, are you:
Planning to retire or already retired?
Receiving a lump sum such as an inheritance?
Selling a business?
Alex & Claire Reading, Perthshire
Clients of Wells Gibson since 2018
“Wells Gibson presented us with a solid financial plan that took into account our entire finances and included lifetime projections which was extremely helpful in visualising how the investments could work for us as a family.“