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Jonathan Gibson

Jonathan Gibson

Managing Director and Senior Financial Planner

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Angus

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.

My details

I like helping people on:

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Pensions – I’m retired

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Pensions - I’m 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