Wells Gibson Limited

Independent Financial Adviser Prospect House, Prospect Business Centre, Gemini Crescent, City of Dundee, Dundee, DD2 1TY
First meeting at adviser's own cost
Response rating
7.0 /10
FCA verified
12th August 2019
Bring clarity, contentment and certainty to your financial life and arrange your no cost, no obligation, initial Discovery Meeting today.
We can advise you on
    • Annuity purchase
    • Pension consolidation
    • Pension drawdown
    • Pensions review
    • Pensions transfer
    • Wealth management
    • Ethical investments
    • ISAs
    • Investing for income
    • Investment trusts
    • OEICs
    • Socially responsible investments
    • Lump sum
    • Regular savings
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Payment protection insurance
    • Capital gains tax
    • Estate planning
    • Income tax
    • EEA
    • Long term care
Meet our advisers
Jonathan Gibson
Managing Director
Accreditations
Chartered Financial Planner Certified Financial Planner
What our clients say
Jonathan has been advising us financially for about 8 years. We like the holistic approach he has to a strategy that targets our goals. Review meetings are exactly that and not a platform for further policy sales. I would definitely recommend him and the Wells Gibson team.
Kevin Leeming, Inverness
Where to find us

Prospect House, Prospect Business Centre, Gemini Crescent, City of Dundee, Dundee, DD2 1TY

Make an enquiry
About us

Wells Gibson is a CISI Accredited Financial Planning Firm and family owned, independent business.

Our vision is to see lives changed, one client, one family at a time and our mission is to bring clarity, contentment and certainty to your financial life.
 
We care about your financial future and believe real wealth is about so much more than money and possessions.

At Wells Gibson we focus on what and who is important to you and create a masterplan for your financial life which:

o Makes it easier for you to visualise and achieve the life you want;
o Answers your big questions and helps you prepare for your life’s transitions; and
o Gives you the greatest chance of a successful investment outcome and fulfilled life from the money you have and will have.

Our services

Wells Gibson delivers Proper Wealth Planning and Sensible Investing.

Advice methods
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Compliance

Wells Gibson is a trading style of Wells Gibson Limited which is authorised and regulated by the Financial Conduct Authority. FRN: 731027.

Some forms of tax advice are not regulated by the Financial Conduct Authority.

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