Our Core Values
At Wells Gibson, placing culture before strategy is paramount and this is represented by our core values
The one word that defines Wells Gibson and serves as our guiding force.
Ensures there is a spirit of openness in the way we communicate with our clients and as a team.
We seek to be the trusted financial partner of all our clients.
We seek to provide the perfect environment so our team can flourish and deliver a leading financial planning and investment service to every client.
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.“