Jonathan Gibson CFP™

Managing Director

Prior to establishing Wells Gibson, Jonathan was a co-founder and director of Verus Wealth, 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’s qualifications include:

  • Chartered Financial Planner
  • CERTIFIED FINANCIAL PLANNER™ Professional
  • Chartered Wealth Manager

 

 

 

Wells Gibson has adopted The Pension Transfer Gold Standard which is voluntary code of good practice for safeguarded and defined benefit pension transfer advice, based around a set of 9 principles.

Jonathan has 25+ years experience as an advisor for private clients and 10+ years as a business owner.

Jonathan is married to Claire and has 3 daughters, Christina, Hannah and Katie.  A Christian by faith, Jonathan also enjoys playing golf and going to the gym when time allows.