Helpful Resources
Videos
We’re committed to helping our clients identify and pursue the fulfilling and meaningful life they desire.
More financial resource videos
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.
Authenticity
the one word that defines Wells Gibson and serves as our guiding force.
Transparency
ensures there is a spirit of openness in the way we communicate with our clients and as a team.
Partnership
we seek to be the trusted financial partner of all our clients.
Innovation
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.