Chris & Suzanne Clarke, Aberdeen
Clients of Wells Gibson since 2017
“As an unmarried couple who had just retired, we needed expert advice to give us informative support in deciding the most tax efficient and trusted way to deal with our various pension pots, savings and investments to secure a comfortable worry free future.
Fortunately for us, a friend recommended Wells Gibson. When we first met Jonathan, his warm, friendly, confident and professional manner underpinned by his strong family orientated background and his broad understanding of financial investments made the decision easy to entrust him as our chosen financial planner.
Now as a married couple we feel in touch and in control of our finances. We feel confident Jonathan and his exceptional team at Wells Gibson are looking after both our investments and our families future.”
Kevin & Anita Leeming, Inverness
Clients of Jonathan since 2011 and of Wells Gibson since 2016
“Jonathan’s approach was to assess the full circumstances of my family, including commitments and
spending patterns. We were then able to ensure that full and appropriate cover was in place, and
targets for pensions and savings set.
Jonathan has been my financial advisor for over 10 years. Since using his company I am confident
that correct insurance / assurance policies are in place, and pension targets being achieved. I am
comfortable that the charges being transparent rather than commission based as I know this has no
influence on recommendations.
Now in my early fifties I am confident that I will be able to achieve my goals and be in control of my
working life without being compelled to extend it due to poor retirement planning. This is one less
pressure for me now.
I have been happy with the help and advice received from Jonathan over the years. He has taken the
time to assess my tolerance to risk to personalise my portfolio. We review the performance of the
portfolio annually and adjust it where required.
I would recommend Jonathan and the team at Wells Gibson to anyone seeking a service customised
to your circumstances.”
Chris and Debbie Henderson, Aberdeen
Clients of Jonathan since 2009 and Wells Gibson since 2016
“I met Jonathan at a course organised through NHS Grampian in the late 1990s
and was impressed with his notions regarding investment and pensions and we
have been clients of his ever since.
We feel our finances are in good hands and, over the years, have continued to
follow Jonathan’s advice such that our pension and investments have continued
to grow. We are in a very comfortable position and are confident that with the
advice of Wells Gibson we can plan our retirement and help our children to
securely start their adult lives after school and university.
We value honesty and transparency when it comes to the complicated world of
financial management and we feel that Jonathan and his associates have always
treated us in such a way.
We look forward to an ongoing and fruitful relationship with Wells Gibson.”