What we do and for who
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We answer your big questions; and help you prepare for your life’s transitions.
We design and create wealth plans for client families seeking a successful investment experience and fulfilled life from the money they have and will have.
We deliver Proper Wealth Planning.
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“.