Wells Gibson Limited

Description Wells Gibson is a CISI Accredited Financial Planning Firm™ and boutique, family owned business, founded in 2016 by Jonathan Gibson, Managing Director. 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. Approach

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Wells Gibson delivers purposeful, lifetime wealth planning for family orientated, practice owner professionals and executive directors, who want to focus on the important things in their life and move forward into retirement with security. We make it easier for client families to visualise and achieve the life they want. We put your life at the centre of our conversations and will design and create a wealth plan which will: answer your big questions; help you be financially well organised and prepared for the future; and give you the greatest chance of a successful investment outcome and fulfilled life from the money you have and will have. When building a systematic ESG-focused portfolio, our approach starts with identifying a suitable asset allocation that meets the financial goals and risk preferences of our clients. We believe that overlaying a broad values-based strategy is a reasonable next step. For some, using their investment portfolios as one of the many ways in which they can make a small, yet meaningful difference alongside others, then systematic ESG-focused investing may be a choice worth considering. If you would like to know more about our ‘Steps in the right direction’ portfolios, please feel free to contact us.