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We believe real wealth is about much more than money and possessions

Join Our Team

Here are our current vancancies

If you possess the experience and enthusiasm to contribute to our expanding firm, express your interest with confidence. Submit your CV and a concise cover letter to [email protected], outlining why the opportunity appeals to you and how you would be a valuable addition to our team. We eagerly anticipate hearing from you.

Graduate Trainee

Location: Prospect House, Prospect Business Centre, Gemini Crescent, Dundee DD2 1TY

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Our Current Team

Jonathan Gibson

Managing Director

Josh Smith

Financial Planner

Emma-Jane Kerr

Operations Manager

Lori McCluskey

Client associate

Harry Clark

Client associate

Dylan Gibson

Client associate

Vacancy

Client SERVICES ADMINISTRATOR

Our Values

Our team share Jonathan’s founding principle, that real wealth is about much more than money and possessions, yet there are 4 key values which guide Wells Gibson.

Authenticity

the one word that defines Wells Gibson and serves as our guiding force.

Transparency

ensures there is a spirit of openness in the way we communicate with our clients and as a team.

Partnership

we seek to be the trusted financial partner of all our clients.

Innovation

we seek to provide the perfect environment so our team can flourish and deliver a leading financial planning and investment service to every client.

Work in partnership with us and discover what your financial future could look like.

Wells Gibson is proud to support charities, locally, nationally and internationally and our nominated charity for 2022 is Cancer Research UK.

Jonathan Gibson CFPTM

Chartered FCSI, Managing Director

Jonathan Gibson CFPTM, Chartered FCSI, Managing Director of Wells Gibson Limited, Author of Purposeful Wealth and Host of the Purposeful Wealth Podcast.

Prior to establishing Wells Gibson, Jonathan was a co-founder and a director of Verus Financial Planning, Dundee (est. 2005) and AAB Wealth, Aberdeen (est. 2011), two successful and national award-winning businesses, which were established in conjunction with two leading firms of accountants.

Jonathan is a Chartered Fellow of Chartered Institute for Securities & Investment (CISI), and his qualifications include:

  • CERTIFIED FINANCIAL PLANNER™ Professional
  • Chartered Fellow (Financial Planner)
  • Chartered Wealth Manager


Jonathan has c.30 years’ experience as an advisor for private clients and over 20 years as a business owner.

Jonathan is married to Claire and has 3 daughters, Christina, Hannah, and Katie.  A member of St. Peter’s Free Church, Dundee, Jonathan also enjoys playing golf at Gleneagles and is an active gym member of the Discovery Boxing Club.

Josh Smith (LLB)(Hons)

Financial Planner

Having graduated from The University of Dundee in 2017 with a Bachelor of Laws with honours, he joined the team as an Associate and achieved the Diploma in Regulated Financial Planning in 2019. 

Josh is currently studying to be qualified as a CERTIFIED FINANCIAL PLANNER™ Professional.

Josh is a keen mountain biker, violinist and enjoys sweating it out in the gym.

Emma-Jane Kerr

Operations Manager

Emma-Jane (EJ) joined the team in April 2022 with extensive experience in both the public and private sector, holding industry qualifications in project management, leadership, and management. EJ oversees the implementation, reporting and oversight of the firm’s day-to-day activities and has a huge passion for improving corporate, social, and environmental responsibility.

EJ is married to Richard and has two young sons, Cody & Marcus, who keep her on her toes!  In her spare time, EJ loves exploring new restaurants, organising and occasionally visiting the stables to satisfy her life-time love of horses. 

Lori McCluskey

Client Associate

Lori joined the Wells Gibson team back in 2021 as a Graduate.

Lori graduated from the University of Dundee in 2020 with a Master of Arts degree in Financial Economics with First Class Honours and has previously worked as a Finance Assistant at Tayside Medical Science Centre (TASC) and as a summer intern at the Scottish Property Federation.  Lori is currently studying towards her Investment Advice Diploma through the Chartered Institute for Securities & Investment (CISI).

In her spare time, Lori enjoys going to the gym, listening to music, spending time with her cockapoo Angus and socialising with friends and family.

Ryan Hegarty

Client Services Associate

Ryan joined Wells Gibson in 2025 as a Client Services Associate through the University of Dundee Graduate Apprenticeship Programme. His role allows him to combine his Business Management studies with valuable first-hand experience in the Financial Services profession.

Ryan is looking forward to developing new skills, gaining industry knowledge, and engaging in the wide variety of networking opportunities available to him, all while contributing to the success of the Wells Gibson team.

In his spare time, Ryan enjoys socialising with family and friends, playing and watching sports, and pursuing his keen interest in film and music, which he explores through attending film festivals and music concerts.

Jayne Dodds

Client Communications & Marketing Officer

Jayne joined Wells Gibson in 2025, bringing with her a background in fashion, textiles, and marketing. She holds a degree in Fashion Communication from Heriot-Watt University and has gained experience in a variety of creative environments, from a fashion PR agency in New York to supporting London and Copenhagen Fashion Weeks, and more recently, managing the marketing for a local textile manufacturer.

Jayne is excited to begin a new chapter with Wells Gibson and values the firm’s focus on placing the client at the heart of everything they do. She is looking forward to learning more about financial planning and getting stuck in with the team.

In her spare time, Jayne enjoys baking, exploring new places, and spending time with friends and family.