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Wells Gibson

Wells Gibson

Prospect House, Prospect Business Centre, Gemini Crescent, Dundee, DD2 1TY, United Kingdom

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01382 722 989

Categories
Now CLOSED
Work hours
MO 09:00 – 17:00 SA closed
TU 09:00 – 17:00 SU closed
WE 09:00 – 17:00
TH 09:00 – 17:00
FR 09:00 – 17:00
About Proper Wealth Management and Sensible Investing
Restaurant specialties Coffee
Wells Gibson cover
Description 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.
Founded 2015
  • Prospect House, Prospect Business Centre, Gemini Crescent, Dundee, DD2 1TY, United Kingdom
  • Get Directions

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