When we first built your financial plan, it was designed around your objectives, circumstances, and long-term vision for retirement. At Wells Gibson, we believe financial
At times like this, it’s easy to feel that something needs to be done. The news feels heavier. Markets move. Uncertainty seems higher than usual.
At Wells Gibson, our focus is helping you make confident financial decisions, and that includes protecting what you’ve built. We’re seeing a rise in increasingly
The First Steps to Financial Independence This week marks Global Money Week (GMW), a global campaign focused on equipping young people with the knowledge, skills
Mother’s Day is a time to celebrate the incredible women who nurture, guide, and support us. From shaping our childhoods to cheering us on as
Periods of geopolitical tension often dominate the headlines, and the recent developments involving the US, Israel, and Iran are no exception. Naturally, events like these
What Is Rightsizing? Rightsizing is about finding a home that better fits your current and future lifestyle — emotionally, practically, and financially. It might mean
Individuals who achieve the retirement they want without carefully planning it are few and far between, so why leave it to chance? A fulfilling retirement
Good Stuff Happens Too Even if your business is generating strong returns today, a bigger long-term threat to your personal financial wellbeing may be
The Business Owner’s Reality Unlike salaried professionals, your journey has likely involved: Using personal savings to launch the business Personally guaranteeing loans and leases Reinvesting
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
Self-Care Isn’t Selfish — It’s Smart Planning Self-care is often misunderstood as pampering or indulgence. But at its core, it’s about investing in your health,
1. The Role of Crypto in a Portfolio is Unclear Every asset in a portfolio should serve a defined purpose. Equities drive long-term growth. Bonds
Where Should We Go? When it comes to planning meaningful travel, inspiration often starts with a simple question: Where should we go? Whether you dream
Figure 1: Emerging markets have zigged and zagged Indices: Fama/French Total US, International, Emerging Markets indices. Period: 01/07/1989 – 31/05/25. Returns in GBP. Diversification: The
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