Wells Gibson

Wells Gibson is a boutique, family owned business and represents Jonathan’s career goal to own, manage and lead an independent financial planning and wealth management business.

Wells Gibson typically helps clients in 3 core areas...

Planning:

Protecting who and what is important to you; providing for your retirement and loved ones; and giving to causes and communities you care about.

Investments:

Pursuing a better investment experience by implementing and managing an evidence-based, systematic strategy, which aims to maximise returns by minimising emotional and financial costs, taxes & risk.

Tax:

Utilising allowances, exemptions and tax-planning products & solutions, to minimise your tax liabilities.

Please note that some solutions relating to tax planning and education expenses planning are not regulated by the Financial Conduct Authority.