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 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
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
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
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
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
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
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