Clarity

“Wells Gibson Connect gives our clients the opportunity to see their financial life in one place”

Jonathan Gibson, Managing Director

About Wells Gibson Connect

Wells Gibson Connect is part of our quest to bring clarity, contentment and certainty to the financial lives of our clients. The app is compatible with Apple / iOS and Android devices and gives you 24/7 access to your banking, property, pensions, savings & investments, mortgage & credit cards and insurances. As well as providing a real time view of your finances, the portal and app allows you to see your total net worth and spending via interactive and animated graphs and provides a document store for your insurance policies, wills etc.

Two-way document sharing, and instant messaging alerts make collaboration between you and Wells Gibson, secure and easy. With an intuitive interface and familiar Facebook type notifications, you will find staying in contact with Wells Gibson simple.

In summary, your financial information is accessible on demand and all your finances and associated paperwork will be organised and available at your convenience.

Please see our Wells Gibson Connect brochure below or feel free to download it as this summarises the main features as well as the many advantages and benefits to our clients.

Wells Gibson is delighted to be one of the first advisory firms in Scotland to launch the web-based portal and mobile app, in conjunction with moneyinfo who developed the platform.

Wells Gibson takes the security of your personal and financial information very seriously and moneyinfo makes sure your data is safeguarded using bank level security and encryption. The mobile app is further protected with your own six-digit pin and registered to your own personal device.

Wells Gibson plans to roll out Wells Gibson Connect to all clients during 2019.

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“.

Your entire financial life in one place