Life’s transitions

“A core element of Financial Strategies is helping you prepare for your life’s transitions.”

Jonathan Gibson, Managing Director

Financial Strategies

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“.

Wells Gibson will design a Wealth Plan which will:

Make it easier for you to visualise and achieve the life you want;

Answer your big questions and help you prepare for your life’s transitions; and

Give you the greatest chance of a successful investment outcome and fulfilled life from the money you have and will have.

We deliver Proper Wealth Planning
& Sensible Investing

Start your journey