Clarity

“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.”

Wells Gibson is one of the first advisory firms in Scotland to launch the web-based portal and mobile app, in conjunction with award winning technology company, moneyinfo.

See our digital brochure below

Your entire financial life in one place