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Our Values

Our team share Jonathan’s founding principle, that real wealth is about much more than money and possessions, yet there are 4 key values which guide Wells Gibson.


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.

Work in partnership with us and discover what your financial future could look like.

Our Accreditations

Wells Gibson is a Chartered Institute for Securities and Investment Accredited Financial Planning Firm. We are authorised and regulated by the Financial Conduct Authority.

Wells Gibson is proud to support charities, locally, nationally and internationally.