Financial Strategies focuses on formulating advice and solutions in the following key areas:
Life – Preparing for your life’s transitions
Visualising what your financial future could look like; being less anxious about tomorrow; and knowing you can secure all that you value.
Risk – Protecting you against the unexpected
Eliminating the potential risks from long-term illness and/or disability, critical illness and death by transferring the risk to insurance companies. Your assets can also be exposed to business risks and risks from relationships and taxation.
Tax – Not paying more tax than you need to
Utilising allowances, exemptions and tax-planning products & solutions, to legally minimise income tax; capital gains tax; and inheritance tax.
Legacy – Providing for those who are important to you
Efficiently transferring your wealth to your children and/or grandchildren.
Giving – Making a real difference to others
Helping you and your family make a real difference to the causes and communities you care about in a strategic, organised and tax-efficient way.
Chris & Suzanne Clarke, Aberdeenshire
Clients of Wells Gibson since 2017
“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“.