Wells Gibson serves and advises a wide range of clients. Many are practice owner professionals, such as dentists and vets, and senior executives in the energy sector.
Whether you’re a practice owner professional, business owner or senior executive, you’ve worked hard to become financially successful and you want to make sure that your wealth is managed properly.
Money is important to people for lots of different reasons, and the majority of our clients are primarily concerned with security. You want to not only feel, but be in control of your finances and you don’t want to worry about how your family will be provided for, either now or in the future.
You are likely to have a portfolio of financial products you find confusing and lack confidence in. You want to know your options and possibilities and have everything simplified and explained in a clear, concise and transparent manner, so you can focus on the important things in life. Importantly, you want to have the freedom to ask anything you are not sure about.
We all know that financial planning is necessary, but it’s not always easy to know where to start. So, whilst you could probably find the time to organise your own financial life, you would rather have an experienced financial planner on your side.
Irrespective of whether your children are still at home, or grown up with a family of their own, you want a financial planner who will take the time to get to know you as individuals, then tailor a financial plan to your needs and goals – a plan that allows you to enjoy your day-to-day life while investing enough for your retirement and family’s future.
Ultimately, you want to maintain your lifestyle and be in control of your working life, without being compelled to extend it due to poor retirement planning. You want to feel that you can move forward into retirement, confident that your money, and your financial planner, are working hard for you.
Perhaps you are near or already at retirement age and you want expert advice on the most tax efficient and trusted way to deal with your various pension pots, savings and investments, to ensure that you maintain a comfortable and worry-free future.
Regardless of your reasons for seeking wealth planning and advice, you want to be secure in the knowledge that the advice you receive is independent, balanced and you don’t feel pressured to go ahead with anything you are not totally happy with.
You want a service that is customised to your circumstances and needs – a service that takes a holistic approach to achieving your goals.
The bottom line is, you’ve worked hard for your money and your money needs to work for you.
At Wells Gibson, we really listen to our clients, so we understand what you want and need when it comes to your financial life and we pride ourselves on the deep, life-long relationships we forge with our client families.
Let us put your life at the centre of our conversations with you and arrange your Discovery Meeting today.