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Why Having A Will in Scotland Matters: What You Should Know
This article is intended as general financial planning guidance only. It does not constitute legal advice. We would always recommend speaking with a qualified Scottish
What You Might Be Underestimating in Retirement Planning
When we sit down with you to talk about retirement, the conversation often starts in a very natural place: “How much do I need?”. It’s
The Hidden Work: How Your Portfolio Is Managed
A well managed portfolio doesn’t run on autopilot, it requires continuous oversight, even when there’s little visible change. Much of what we do happens behind
Investing for Grandchildren: Building A Lasting Legacy
Many families ask us how to invest for their grandchildren in a way that provides real opportunity and a lasting legacy. It’s a question that
Retirement Planning: Are You On Track?
When we first built your financial plan, it was designed around your objectives, circumstances, and long-term vision for retirement. At Wells Gibson, we believe financial
When the World Feels Noisy: The Value of Stepping Back
At times like this, it’s easy to feel that something needs to be done. The news feels heavier. Markets move. Uncertainty seems higher than usual.
Spring Statement 2026 — What It Means For You
Chancellor Rachel Reeves delivered the 2026 Spring Statement on 3 March 2026, presenting updated economic forecasts rather than introducing major new tax measures. For many
Autumn Budget 2025 – What It Means For You
As we approached the 2025 Budget Statement, speculation once again ran wild about how Chancellor Reeves might increase the tax intake without breaching the Labour
Staying Calm Amid The Headlines
If you’ve been following the news this week, you’ve probably seen headlines about Rachel Reeves’ speech regarding the Autumn budget. Some sound dramatic, others a
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
Staying Calm Amid The Headlines
If you’ve been following the news this week, you’ve probably seen headlines about Rachel Reeves’ speech regarding the Autumn budget. Some sound dramatic, others a
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
Why Having A Will in Scotland Matters: What You Should Know
This article is intended as general financial planning guidance only. It does not constitute legal advice. We would always recommend speaking with a qualified Scottish
Investing for Grandchildren: Building A Lasting Legacy
Many families ask us how to invest for their grandchildren in a way that provides real opportunity and a lasting legacy. It’s a question that
When To Engage With a Financial Planner?
In the ever-changing landscape of personal finance, the question of when to involve a financial planner is crucial. Whether you’re focused on saving, mastering spending
Staying Calm Amid The Headlines
If you’ve been following the news this week, you’ve probably seen headlines about Rachel Reeves’ speech regarding the Autumn budget. Some sound dramatic, others a
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
The Hidden Work: How Your Portfolio Is Managed
A well managed portfolio doesn’t run on autopilot, it requires continuous oversight, even when there’s little visible change. Much of what we do happens behind
When the World Feels Noisy: The Value of Stepping Back
At times like this, it’s easy to feel that something needs to be done. The news feels heavier. Markets move. Uncertainty seems higher than usual.
Global Money Week: The First Steps to Financial Independence
The First Steps to Financial Independence This week marks Global Money Week (GMW), a global campaign focused on equipping young people with the knowledge, skills
Celebrating Mother’s Day: The Power of Financial Planning
Mother’s Day is a time to celebrate the incredible women who nurture, guide, and support us. From shaping our childhoods to cheering us on as
Markets, the Middle East and the Importance of Perspective
Periods of geopolitical tension often dominate the headlines, and the recent developments involving the US, Israel, and Iran are no exception. Naturally, events like these
Investing With Purpose, Not Complexity
At Wells Gibson, we believe that clarity creates confidence. Yet investing is an area where unnecessary complexity can quietly creep in, often disguised as sophistication
When To Engage With a Financial Planner?
In the ever-changing landscape of personal finance, the question of when to involve a financial planner is crucial. Whether you’re focused on saving, mastering spending
Staying Calm Amid The Headlines
If you’ve been following the news this week, you’ve probably seen headlines about Rachel Reeves’ speech regarding the Autumn budget. Some sound dramatic, others a
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
What You Might Be Underestimating in Retirement Planning
When we sit down with you to talk about retirement, the conversation often starts in a very natural place: “How much do I need?”. It’s
Retirement Planning: Are You On Track?
When we first built your financial plan, it was designed around your objectives, circumstances, and long-term vision for retirement. At Wells Gibson, we believe financial
When To Engage With a Financial Planner?
In the ever-changing landscape of personal finance, the question of when to involve a financial planner is crucial. Whether you’re focused on saving, mastering spending
Staying Calm Amid The Headlines
If you’ve been following the news this week, you’ve probably seen headlines about Rachel Reeves’ speech regarding the Autumn budget. Some sound dramatic, others a
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