Managing Director and Senior Financial Planner
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.
I like helping people on:
Pensions – Retired
Pensions - Approaching retirement
Advice to business owners
Certified Financial Planner
Chartered Financial Planner
My charging model:
Ongoing % fee