Authentic

“Authenticity is the one word that defines Wells Gibson and serves as our guiding force.”

Jonathan Gibson, Managing Director

Jonathan is supported by a loyal, dedicated team, details of which can be found below.

Jonathan Gibson CFP™, Managing Director.

Prior to establishing Wells Gibson, Jonathan was a co-founder and director of Verus Wealth, Dundee (est. 2005) and AAB Wealth, Aberdeen (est. 2011), two successful and national award winning businesses, which were established in conjunction with two leading firms of accountants.

Jonathan’s qualifications include:

  • Chartered Financial Planner
  • CERTIFIED FINANCIAL PLANNER™ Professional
  • Chartered Wealth Manager

Jonathan has 25+ years experience as an advisor for private clients and 10+ years as a business owner.

Jonathan is married to Claire and has 3 daughters, Christina, Hannah and Katie.  A Christian by faith, Jonathan also enjoys playing golf and going to the gym when time allows.

Josh Smith

Josh Smith

Associate

Josh Smith (LLB)(Hons) – Associate. Having graduated from The University of Dundee in 2017 with a Bachelor of Laws with honours, he has joined the team as a trainee and is currently studying to achieve the level 4 Diploma in Financial Planning.

Rachel Morrison

Rachel Morrison

Client Services

Rachel has worked in the financial services profession for 6 years and takes responsibility for providing a first-class service to the team and above all, our clients.

Tim Hale, BA (Hons), MBA

Tim Hale, BA (Hons), MBA

Guest Member of the Wells Gibson Investment Committee

Tim wrote the book ‘Smarter Investing’ after seeing the mistakes made by investors when working for what is now JP Morgan Asset Management. He is CEO of Albion Strategic Consulting which he established in 2001 and now works with over fifty high quality financial planning firms in the UK, helping them to establish and manage a robust, risk-focused and low cost, passive approach to investing for their clients.

Kim Bendall

Kim Bendall

Paraplanner

Following a career in accountancy, Kim joined the financial services industry in 2000 and has vast experience as an independent financial adviser and paraplanner and in 2013 was named Paraplanner of the Year in the Professional Adviser Awards.

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