“Our mission is to bring clarity, contentment and certainty to your financial life.”
Jonathan Gibson, Managing Director
Proper Wealth Planning
Our life centred approach to Wealth Planning will help you be financially well organised and includes 3 key elements:
Investment Management
Wells Gibson will help you pursue a better investment experience.
Financial Strategies
Financial Strategies focuses on formulating advice and solutions in key areas.
Partnership
Lifelong relationship-driven planning and advice is our promise and partnership places Wells Gibson alongside you, at the centre of your financial affairs.
Kevin & Anita Leeming, Inverness
Clients of Jonathan’s since 2008 and Wells Gibson since 2016
“We like Jonathan’s holistic approach to a strategy which targets our goals. Review meetings are exactly that and not a platform for further product sales“.
We deliver Proper Wealth Planning
& Sensible Investing
Your tailored Wealth Plan will:
Make it easier for you to visualise and achieve the life you want;
Answer your big questions and help you prepare for your life’s transitions; and
