Wells Gibson

27/08/2026

Every portfolio we build rests on a steady, disciplined approach:

✔️ Money spread sensibly
✔️ A calm hand through the ups and downs
✔️ Regular check ins to keep everything on track. 🧭

All of it, designed to protect what you've worked so hard to build.

We've written a note on the thinking behind it, and the evidence to back it up.

🔗: https://www.wellsgibson.uk/news/investing-guided-with-evidence/

26/08/2026

Good financial advice can change more than your finances. It can change what’s possible. ✨

In this clip, Jonathan chats with Jacqueline Lockie - a financial planning expert with 30+ years’ experience - as she reflects on what first drew her to the profession: helping people find a way forward when the answer wasn’t always obvious.

Because ultimately, it’s not about products or numbers. It’s about helping people make confident decisions about the life they want.

▶ : https://www.youtube.com/watch?v=9p7iDdsWeFA

🎧: https://www.buzzsprout.com/1722265/episodes/19053979-financial-planning-explained-what-actually-matters-after-30-years-in-the-industry

25/08/2026

Summer Bank Holiday Office Closure 🌿

Our offices will be closed on Monday 31st August for the Summer Bank Holiday.

We'll be back and operating as normal from Tuesday 1st September.

📍 If you anticipate needing support during this period, please get in touch in advance. Our team will be happy to assist.

18/08/2026

Guess the real Jonathan?! 👀

To celebrate our Managing Director's birthday, we surprised him with seven more versions of himself. Plenty of confusion, plenty of laughs 😂, and more than a few double takes...

17/08/2026

📉 What happens when markets fall?

It's easy to focus on what's been lost. But for a long term investor, a fall doesn't necessarily change the reason you invested in the first place.

Our founder Jonathan Gibson is joined by James Baker of Albion Strategic Consulting in this episode of the Purposeful Wealth Podcast.

▶ : https://www.youtube.com/watch?v=WGQPczWYa9M&t=2s

🎧 : https://www.buzzsprout.com/1722265/episodes/19252666

⚠️ RISK WARNING

Albion is not authorised by the Financial Conduct Authority to provide advice or to make arrangements in investments, or to carry out any other regulated activity.

The views shared in this recording reflect general observations only and should not be interpreted as guidance for end investors or financial advice in any capacity.

Any investment decisions should be made solely in consultation with a qualified and regulated financial adviser.

17/08/2026

Happy Birthday Jonathan! 🎉

Today, we’re celebrating Jonathan Gibson, our Managing Director, and the person whose vision has helped shape Wells Gibson over the past ten years.

Jonathan has always believed that wealth should start with a simple question: “What is it for?” That idea continues to shape everything we do, keeping our clients, their lives and their goals at the heart of every plan.

His leadership, integrity and commitment to putting people first are something we’re incredibly proud to be part of.

From all of us at Wells Gibson, happy birthday Jonathan! 🎂

Thank you for your leadership, your vision and everything you continue to bring to Wells Gibson.

13/08/2026

🇬🇧 What does a change of Prime Minister mean for your portfolio?

It’s natural to wonder whether Britain having a new leader, the seventh in a decade, should change how you invest. The short answer? Probably not as much as you might think.

We’re keeping a close eye on what matters, so you don’t have to.

👇 Find out why in our latest article.

🔗: https://www.wellsgibson.uk/news/when-the-prime-minister-changes-your-plan-doesnt-have-to/

10/08/2026

🎉 Happy Birthday to our Marketing & Communications Officer, Jayne!

Since joining the team, Jayne’s creativity, attention to detail and fresh ideas have brought real value to the way we communicate. Alongside her hard work, her warmth and great sense of humour make her a pleasure to work with.

Wishing Jayne a very happy birthday, we hope you have a brilliant day. 🎊

07/08/2026

⚽️ We're delighted to be sponsoring Rory Healy of Maryfield United Ambers 2013’s for the 2026/27 season.

Grassroots football plays an important role in our community, and we're proud to support the coaches, volunteers and families who give their time to help young players develop, build confidence and enjoy the game.

We'd like to wish Rory and the whole team every success for the season ahead, we'll be cheering them on! 💪👏

💛Player Sponsor 🖤

A huge thank you to Johnathan at Wells Gibson Financial Integrity for sponsoring Rory Healy for the 2026/27

Wells Gibson Financial Integrity is a family-owned financial planning and wealth management firm based in Dundee, providing trusted advice and personalised financial solutions to help clients plan for the future.

Please don’t hesitate to get in touch with them if your require any assistance in this area. 👏

20/07/2026

⏳ Could the State Pension age rise to 68 sooner than expected?

While nothing has been confirmed, the proposals could have a significant impact on those born between 1969 and 1977.

In our latest article, Managing Director Jonathan Gibson shares his thoughts on what this could mean for retirement planning, and why it's worth paying attention now.

📖 Read the full breakdown, click the link below.

🔗: https://www.wellsgibson.uk/news/could-you-be-working-a-year-longer-than-you-planned/