Wells Gibson

 

Jonathan Gibson

Jonathan Gibson CFPTM, Chartered FCSI, Managing Director of Wells Gibson Limited, Author of Purposeful Wealth and Host of the Purposeful Wealth Podcast.

Prior to establishing Wells Gibson, Jonathan was a co-founder and a director of Verus Financial Planning, Dundee (est. 2005) and AAB Wealth, Aberdeen (est. 2011), two successful and national award-winning businesses, which were established in conjunction with two leading firms of accountants.

Jonathan is a Chartered Fellow of Chartered Institute for Securities & Investment (CISI), and his qualifications include:

  • CERTIFIED FINANCIAL PLANNER™ Professional

  • Chartered Fellow (Financial Planner)

  • Chartered Wealth Manager

  • Chartered Financial Planner

Jonathan has c.30 years’ experience as an advisor for private clients and nearly 20 years as a business owner.

Jonathan is also a member of The Initiative for Financial Wellbeing who help financial planners, advisors and coaching to improve their clients’ financial wellbeing by helping them become happier and more fulfilled by identifying what aspects of their life they value most.

Jonathan is married to Claire and has 3 daughters, Christina, Hannah, and Katie. A member of St. Peter’s Free Church, Dundee, Jonathan also enjoys playing golf at Downfield and is an active gym member of the Universities of Dundee Boxing Club.

At Wells Gibson we make it easier for client families to visualise and achieve the life they want. We’re committed to helping our clients identify and pursue the fulfilling and meaningful life they desire. We believe real wealth is about much more thank money and processions.

 

Wells Gibson

01382 722 989
jonathan.gibson@wellsgibson.uk

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

 
Financial AdvisersDavid & George