Our Approach

“Lifelong relationship-driven planning and advice is our promise.”

Jonathan Gibson, Managing Director

Partnership

Partnership places Wells Gibson alongside you, at the centre of your financial affairs. This means you have someone to rely on, perhaps to act as a sounding board and provide impartial second opinions. Furthermore, we will help you to follow through on your commitments and to avoid making the wrong decisions, at the wrong time and for the wrong reasons.

Chris & Suzanne Clarke, Aberdeenshire

Clients of Wells Gibson since 2017

“When we first met Jonathan, his warm, friendly, confident and professional manner underpinned by his strong family orientated background and his broad understanding of financial investments made the decision easy to entrust him as our chosen financial planner“.

Wells Gibson will design a Wealth Plan which will:

Make it easier for you to visualise and achieve the life you want;

Answer your big questions and help you prepare for your life’s transitions; 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
& Sensible Investing

Start your journey