A personal note from our Managing Director, Jonathan Gibson. I’ll be honest: when The Telegraph’s story on plans to bring the State Pension age forward
Bonds have a reputation for being complicated. They aren’t. Underneath the terminology, a bond is simply an IOU – literally, “I owe you” : you
Part 2: Turning belief into discipline Part 2 of a two-part series, drawn from the Purposeful Wealth podcast with James Baker of Albion Strategic Consulting.
The government has set out further detail on its reform of Individual Savings Accounts (ISAs), and two developments have attracted particular attention this week. Here
A reflection for Father’s Day We’ve read a great many balance sheets over the years. Pensions, portfolios, properties, the proceeds of a business sold after
When markets feel uncertain, the instinct is to do something. Yet some of the most successful investing comes from doing less, and doing the simple things
A reflection for Father’s Day We’ve read a great many balance sheets over the years. Pensions, portfolios, properties, the proceeds of a business sold after
At Wells Gibson, keeping you informed of changes that affect your financial plans is something we take seriously. One of the most significant changes in
This article is intended as general financial planning guidance only. It does not constitute legal advice. We would always recommend speaking with a qualified Scottish
Many families ask us how to invest for their grandchildren in a way that provides real opportunity and a lasting legacy. It’s a question that
In the ever-changing landscape of personal finance, the question of when to involve a financial planner is crucial. Whether you’re focused on saving, mastering spending
If you’ve been following the news this week, you’ve probably seen headlines about Rachel Reeves’ speech regarding the Autumn budget. Some sound dramatic, others a
October is Will Month, a timely reminder to ensure your will continues to reflect your values, wishes, and the life you are living today. Here
“True wealth is the ability to use your resources purposefully — to enrich lives, not just balance sheets.” At Wells Gibson, more and more families
Why These Questions Matter Now At Wells Gibson, our mission is to bring clarity, contentment and certainty to your financial life. Financial awareness begins with knowing
4. What to Consider Now If you’re thinking about private education, either now or in the future, here are key questions to reflect on: How