|About||Proper Wealth Management and Sensible Investing|
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...
Protecting who and what is important to you; providing for your retirement and loved ones; and giving to causes and communities you care about.
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.
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.