About You

You might be a business owner, medical professional or partner in a professional firm. You might be retired or the trustee of a family trust. You are likely to be family orientated, probably seeking answers to big questions and possibly the biggest question of all, “How much is enough?”

The first step is to arrange your Discovery Meeting so we can:

  • Understand your personal story;
  • Know your values and the lifestyle you have now; and
  • Define your goals and the lifestyle you want in the future.

Your Discovery Meeting is without charge or obligation and will help to determine if Wells Gibson is the right firm for you.

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By submitting this form you agree that Wells Gibson may use or hold your personal data for the purpose of marketing financial products and services. We may contact you by telephone, email, fax or letter for this purpose. If you prefer not to receive these communications from us, you can inform us at any time by completing the 'Contact Us' section of this website. Your personal data will remain confidential and will be held in accordance with the Data Protection Act 1998 and will not be passed to any company outside our firm without your permission being obtained, unless the information is required by law.

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