Proper Wealth Planning
Our life centred approach to Wealth Planning will help you be financially well organised and includes 3 key elements:
Wells Gibson will help you pursue a better investment experience.
Financial Strategies focuses on formulating advice and solutions in key areas.
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.“