Accredited Financial Planning Firm of the Year 2021

Wells Gibson named UK Accredited Financial Planning Firm of the year 2021 by the prestigious Chartered Institute for Securities and Investment.

Why Wells Gibson?

We’re here to help you create financial peace of mind and live a fulfilled and meaningful life.

Our mission is to give you clarity, contentment, and certainty – clarity, so you can visualise what your financial future could look like and the options available to you – contentment, so you are less anxious about tomorrow – certainty, so you can secure all that you value.

As Wells Gibson is a family-owned business, and not tied to any financial or investment provider, all advice, and recommendations you receive will be fully independent and impartial.

Since launching in 2016, Wells Gibson have become trusted partners to over 70 client families, living mainly in Scotland and North England – in our annual survey, ‘peace of mind’ is stated as the most valuable benefit our clients receive.

Many of our clients, practice owner professionals and executive directors, all choose Wells Gibson to deliver the peace of mind they’re seeking, yet they approach Wells Gibson at different stages in their lives.

You’re working hard in your business or corporate career and reaping the rewards of the many sacrifices you’ve made along the way. You’re living well within your means, a saver not a spender, and all your family’s needs are taken care of. You’re not interested in acquiring more stuff for the sake of it, and quality trumps quantity every time. 

 

Retirement is still a little way down the road, but you want to start planning ahead and exploring all the options for creating a long-term strategy that will give you and your family exactly the balance of freedom and security you’re seeking to live your fulfilled future life.



You’ve sold your business — or chosen to leave your career behind — and you’re now officially retired. You’re celebrating your freedom from the nine-to-five, life is looking good, and you have a clear vision of how you want this next phase in your life to play out. 

But you also have this nagging concern that your portfolio, which includes pensions and investments, might not provide the right level of income to sustain all your aspirations. You’re aware that you just don’t have the know-how to be confident you’re making the right investment choices and you’re looking for a trusted partner to give you that essential guidance.  

 

You have an inheritance or lump sum from the sale of your business sitting in your bank account waiting for you to decide what to do with it. You know that it’s not going to grow where it is, but you’re not at all sure what you should be doing to turn your windfall into a nest egg and you’re getting a lot of conflicting advice. 

So now you’re looking for help in creating an investment portfolio that will put your money to work for you and your family in a sustained and sustainable way. You want to find a trusted partner who really understands your values and life goals and the difference you want this lump sum to make — not just for now, but for the future. 

Wherever you are on your own path through life, we’re here to make sense of your wealth planning options and to help you live the fulfilled and purposeful life you deserve.

Approaching Retirement

You’re working hard and enjoying life, and although you have an eye on things,  you need to pin down exactly what your financial future could look like and know what’s possible when the time comes.

Enjoying Retirement

You’ve already embarked on the next phase in your life and you’re loving every moment however, you’re not confident your investment and pension portfolio is providing for you quite as it should and you’re looking for an experienced guiding hand.

Investing a Windfall

You’ve recently received a lump sum, from the sale of your business or inheritance and are confused about how to make the most of it for you and your family. You’re looking for expert help managing and growing your windfall — not just for now, but for the future.

Approaching Retirement
You’re working hard in your practice or career and enjoying life. But you have an eye on what’s going to happen when you retire, and you want to pin down exactly what your financial future could look like and know what's possible when the time comes.
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Enjoying Retirement
You’ve already embarked on the next phase in your life and you’re loving every moment. But you’re not confident your investment and pension portfolio is providing for you quite as it should and you’re looking for an experienced guiding hand.
MORE
Investing a Windfall
You’ve recently received an inheritance or other lump sum but you’re confused about how to make the most of it for you and your family. So you’re looking for expert help managing and growing your windfall — not just for now, but for the future.
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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.

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.

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Independent

People

Accredited

Shapes

Qualified

Trusted

Wells Gibson | Financial Integrity

Our Clients

Wells Gibson is proud to support charities, locally, nationally and internationally and our nominated charity for 2022 is Cancer Research UK.