“Wells Gibson Connect gives our clients the opportunity to see their entire financial life in one place.”
Jonathan Gibson, Managing Director
About Wells Gibson Connect
Wells Gibson Connect is our web-based portal and mobile app and represents our quest to bring clarity to the financial lives of our clients.
Clarity
An intuitive interface, giving you 24/7 access to your entire financial life including your total net worth and spending via interactive and animated graphs.
Collaboration
Two-way document sharing, and instant messaging alerts ensure easy collaboration between you and Wells Gibson.
Confidential
Your financial information is safeguarded using bank level security and encryption. The mobile app is further protected with your own six-digit pin, registered to your own personal device.
Alastair & Aileen McCulloch, Perthshire
Clients of Jonathan’s since 2007 and Wells Gibson since 2016
Jonathan has advised us on investing to provide an income and has always been clear about the realities of investing. We understand there are no guarantees when investing but we trust the advice we have had and see no reason to believe that our retirement will not be funded.”“.
