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Do We Own Too Much? Lessons From The Lake District
During a recent trip to the Lake District, our Managing Director, Jonathan Gibson, noticed something that made him pause: a car nearby, loaded to the
What The Stock Market Really Represents: Seeing Beyond The Numbers
Shaping A Better Future The stock market can feel distant, numbers drifting across screens, charts rising and falling, headlines flashing gains and losses. It can
How To Keep Your Will Up-To-Date: Essential Estate Planning Tips
October is Will Month, a timely reminder to ensure your will continues to reflect your values, wishes, and the life you are living today. Here
Why Emerging Market Bonds Aren’t Part Of Our Portfolios
A question we hear from clients from time to time is: “Why are emerging market bonds not included in Wells Gibson’s portfolios?” It’s a fair
Giving While Living: Why More Families Are Gifting Now
“True wealth is the ability to use your resources purposefully — to enrich lives, not just balance sheets.” At Wells Gibson, more and more families
Rightsizing: A Financial and Emotional Decision Made Easier With Planning
What Is Rightsizing? Rightsizing is about finding a home that better fits your current and future lifestyle — emotionally, practically, and financially. It might mean
Giving While Living: Why More Families Are Gifting Now
“True wealth is the ability to use your resources purposefully — to enrich lives, not just balance sheets.” At Wells Gibson, more and more families
Rightsizing: A Financial and Emotional Decision Made Easier With Planning
What Is Rightsizing? Rightsizing is about finding a home that better fits your current and future lifestyle — emotionally, practically, and financially. It might mean
Clarity Before Confidence: Financial Awareness Powered by Purpose
Why These Questions Matter Now At Wells Gibson, our mission is to bring clarity, contentment and certainty to your financial life. Financial awareness begins with knowing
Autumn Budget 2024 – Key Takeaways
Following the Autumn Budget announcement, here is a brief overview of the key changes and how they may impact your financial future. Personal Taxes &
Spring Budget Statement 2024
In the Spring Budget of 2024, the government introduced several significant changes affecting personal taxes, savings and investments, pensions, business owners, and the economy. Alongside
Ring in the New Year with Investment Success – A 2024 Reflection and Outlook
Looking back over the past year, the investment landscape has seen its fair share of challenges and triumphs. In the long term, investors anticipate positive
Speculation vs. Stewardship: A Crypto Conversation
1. The Role of Crypto in a Portfolio is Unclear Every asset in a portfolio should serve a defined purpose. Equities drive long-term growth. Bonds
Bitcoin: A Crumby Way To Save For Later
Exhibit 1: Bitcoin vs. Stock Market – How Often Have They Dropped? Source: Dimensional. Past performance is not a guarantee of future results. Credit: Dimensional Fund
Cryptocurrency – too big to ignore
In light of the US regulator’s (SEC) recent approval of several Bitcoin spot ETF’s, there has once again been a lot of talk around cryptocurrency
Crypto regulation is coming
Crypto regulation is coming The Bank of England is leaning towards the regulation of cryptocurrency, following the recent collapse of the digital currency exchange FTX.
Ten important points to remember when considering digital assets and blockchain technology
Blockchains, Web3, the metaverse, Non-Fungible Tokens (NFTs), cryptocurrencies, Bitcoin, Dogecoin, Decentralized Applications (or dApps) and Decentralized Autonomous Organizations (DAOs). These terms have surged into mainstream
How To Keep Your Will Up-To-Date: Essential Estate Planning Tips
October is Will Month, a timely reminder to ensure your will continues to reflect your values, wishes, and the life you are living today. Here
Giving While Living: Why More Families Are Gifting Now
“True wealth is the ability to use your resources purposefully — to enrich lives, not just balance sheets.” At Wells Gibson, more and more families
Clarity Before Confidence: Financial Awareness Powered by Purpose
Why These Questions Matter Now At Wells Gibson, our mission is to bring clarity, contentment and certainty to your financial life. Financial awareness begins with knowing
Can We Afford Private Education?
4. What to Consider Now If you’re thinking about private education, either now or in the future, here are key questions to reflect on: How
Could Inheritance Tax Take More Than You Think?
CPD IHT Breakfast – Harry Clark (Wells Gibson), Dave Johnston (Downing), Josh Smith (Wells Gibson, Lori McCluskey (Wells Gibson) How Wells Gibson Can Help You
Retirement Isn’t the End—It’s a New Beginning
Contact Us Important Information This blog is provided by Wells Gibson for informational purposes only and does not constitute financial, investment, or tax advice. The
Do We Own Too Much? Lessons From The Lake District
During a recent trip to the Lake District, our Managing Director, Jonathan Gibson, noticed something that made him pause: a car nearby, loaded to the
What The Stock Market Really Represents: Seeing Beyond The Numbers
Shaping A Better Future The stock market can feel distant, numbers drifting across screens, charts rising and falling, headlines flashing gains and losses. It can
Why Emerging Market Bonds Aren’t Part Of Our Portfolios
A question we hear from clients from time to time is: “Why are emerging market bonds not included in Wells Gibson’s portfolios?” It’s a fair
Giving While Living: Why More Families Are Gifting Now
“True wealth is the ability to use your resources purposefully — to enrich lives, not just balance sheets.” At Wells Gibson, more and more families
Rightsizing: A Financial and Emotional Decision Made Easier With Planning
What Is Rightsizing? Rightsizing is about finding a home that better fits your current and future lifestyle — emotionally, practically, and financially. It might mean
Pension Awareness Week: Is Your Pension Fit for Purpose?
Individuals who achieve the retirement they want without carefully planning it are few and far between, so why leave it to chance? A fulfilling retirement
Pension Awareness Week: Is Your Pension Fit for Purpose?
Individuals who achieve the retirement they want without carefully planning it are few and far between, so why leave it to chance? A fulfilling retirement
Clarity Before Confidence: Financial Awareness Powered by Purpose
Why These Questions Matter Now At Wells Gibson, our mission is to bring clarity, contentment and certainty to your financial life. Financial awareness begins with knowing
Can We Afford Private Education?
4. What to Consider Now If you’re thinking about private education, either now or in the future, here are key questions to reflect on: How
Could Inheritance Tax Take More Than You Think?
CPD IHT Breakfast – Harry Clark (Wells Gibson), Dave Johnston (Downing), Josh Smith (Wells Gibson, Lori McCluskey (Wells Gibson) How Wells Gibson Can Help You
Retirement Isn’t the End—It’s a New Beginning
Contact Us Important Information This blog is provided by Wells Gibson for informational purposes only and does not constitute financial, investment, or tax advice. The
Rethinking Pensions in a Changing Landscape
“When we think of wealth purposefully, our decisions change.”— Jonathan Gibson, Purposeful Wealth Pensions are often viewed as just one piece of the wealth management puzzle.
How To Keep Your Will Up-To-Date: Essential Estate Planning Tips
October is Will Month, a timely reminder to ensure your will continues to reflect your values, wishes, and the life you are living today. Here
Rightsizing: A Financial and Emotional Decision Made Easier With Planning
What Is Rightsizing? Rightsizing is about finding a home that better fits your current and future lifestyle — emotionally, practically, and financially. It might mean
Pension Awareness Week: Is Your Pension Fit for Purpose?
Individuals who achieve the retirement they want without carefully planning it are few and far between, so why leave it to chance? A fulfilling retirement
Clarity Before Confidence: Financial Awareness Powered by Purpose
Why These Questions Matter Now At Wells Gibson, our mission is to bring clarity, contentment and certainty to your financial life. Financial awareness begins with knowing
Can We Afford Private Education?
4. What to Consider Now If you’re thinking about private education, either now or in the future, here are key questions to reflect on: How
Could Inheritance Tax Take More Than You Think?
CPD IHT Breakfast – Harry Clark (Wells Gibson), Dave Johnston (Downing), Josh Smith (Wells Gibson, Lori McCluskey (Wells Gibson) How Wells Gibson Can Help You