Holly Mckay
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    • Home • Advice • Advisers
    Jonathan Gibson

    Jonathan Gibson

    Managing Director and Senior Financial Planner

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    About me

    I believe real wealth is a fulfilled and purposeful life and in January 2021, my book, Purposeful Wealth was published on Amazon.

    It’s my mission to help you visualise what your financial future could look like; be less anxious about tomorrow; and secure all that you value.

    At Wells Gibson, we work with many family-orientated, practice owner professionals and executive directors who are seeking to retire within 10 years and be better organised financially.

    I am married to Claire, a secondary music teacher and we have 3 daughters, Christina, Hannah, and Katie.

    A member of St. Peter’s Free Church, Dundee, I enjoy a Friday afternoon round of golf at Downfield Golf Club and fitness training with the Universities of Dundee Boxing Club, when time allows.

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    My details

    I like helping people on:

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    Pensions – Retired

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    Pensions - Approaching retirement

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    Tax

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    Advice to business owners

    My qualifications:

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    Certified Financial Planner

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    Chartered Financial Planner

    My charging model:

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    Ongoing % fee

    Important stuffHolly and the team have worked in the finance industry for many years but we are not regulated to give you personal financial advice. For every story on this website about a good investment, or something which went up by 10% or made someone £200, we could also share a story about a bad investment, something which fell in value or lost someone £200. We aim to provide general information and pointers – and btw we are totally agnostic about which providers you might pick – but if you have complex affairs, want personalised advice or need specific recommendations, please look at advice pages and see if regulated digital or traditional financial advice would be the best solution for your needs. Boring Money Ltd is a limited company registered in England and Wales under registration number 09459832 and we have our registered office at 10 Lower Thames Street, London, England, EC3R 6AF.
    Risk warningAs is always the case with investing, your capital is at risk. The value of your portfolio can go down as well as up and you may get back less than you invest. Tax treatment depends on your individual circumstances and may change in the future.
    Boring Money Ltd is a limited company registered in England and Wales under registration number 09459832 and we have our registered office at 10 Lower Thames Street, London, England, EC3R 6AF.
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