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We’re committed to helping our clients identify and pursue the fulfilling and meaningful life they desire.

Jonathan named the company in honour of his late father, Terry Wells Gibson, and late grandfather, James Wells Gibson.  Both men played a significant role in helping guide Jonathan’s early career in financial services.

Based in Dundee, our independent, multi award-winning firm currently provides a highly personalised service to around 75 client families, living mainly in Scotland and also, North England.

Our contemporary office is situated in Prospect House, a stunning, Victorian building.  Prospect Business Centre offers ample parking, located in Dundee’s Technology Park and is easily accessible from the A90 Kingsway West.

Our client meeting rooms are easily accessible to all.

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