If you run your own business, it’s completely natural to think about it in terms of what it provides today: your income, drawings, dividends, or
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
When we sit down with you to talk about retirement, the conversation often starts in a very natural place: “How much do I need?”. It’s
A well managed portfolio doesn’t run on autopilot, it requires continuous oversight, even when there’s little visible change. Much of what we do happens behind
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
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
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
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
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
CPD IHT Breakfast – Harry Clark (Wells Gibson), Dave Johnston (Downing), Josh Smith (Wells Gibson, Lori McCluskey (Wells Gibson) How Wells Gibson Can Help You
Contact Us Important Information This blog is provided by Wells Gibson for informational purposes only and does not constitute financial, investment, or tax advice. The
“When we think of wealth purposefully, our decisions change.”— Jonathan Gibson, Purposeful Wealth Pensions are often viewed as just one piece of the wealth management puzzle.
In life we always make probability-driven choices (can I cross the road safely, despite that approaching car? etc.). By-and-large, we weigh up the uncertainty involved,
The UK government’s proposal to introduce inheritance tax (IHT) on unused pensions from April 2027 has caused a stir among savers and retirees alike. A