Partnership places Wells Gibson alongside you, at the centre of your financial affairs as project manager.
You will have an experienced person you can contact and rely on, someone who can act as a sounding board and provide impartial second opinions.
Wells Gibson will help you avoid making the wrong decisions, at the wrong time and for the wrong reasons.
Wells Gibson can liaise with your family as required; communicate with your other professional advisors such as your accountant; and will retain close contact with third-party companies such as investment providers and insurance companies.
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.“