Our Mission

“Our mission is to bring clarity, contentment and certainty to your financial life.”

Jonathan Gibson, Managing Director

Our approach

At Wells Gibson we make it easier for client families to visualise and achieve the life they want.

We put your life at the centre of our conversations and will design and create a wealth plan which will:

Answer your big questions;

Help you be financially well organised and prepared for the future; and

Give you the greatest chance of a successful investment outcome and fulfilled life from the money you have and will have.

We deliver Proper Wealth Planning

Sam & Caroline McKillop, Perthshire

Clients of Wells Gibson since 2017

“We feel that we can move forward into retirement with confidence knowing that we will be well looked after by a very professional, and approachable adviser.

Proper Wealth Planning

Our life centred approach to Wealth Planning will help you be financially well organised and includes 3 key elements:

Authentic Investing

Giving you the greatest chance of a successful investment outcome.

Wise Financial Strategies

Helping you to be financially well organised and prepared in six challenging areas.

Trusted Partnership

Partnership places Wells Gibson alongside you, at the centre of your financial affairs.

Discover what your financial future could look like