Wells Gibson

Wells Gibson Lifetime wealth planning for family orientated, practice owner professionals and executive directors

Wells Gibson is an independent and boutique, family owned business. We believe real wealth is a fulfilled, purpose-driven and contented life. As such, it's our vision to see lives changed, one client, one family at a time and our mission is to bring clarity, contentment and certainty to your financial life. We create lifetime wealth plans for family orientated, practice owner professionals and exe

cutive directors, who want to focus on the important things in life and move forward into retirement with security. Please note that some solutions relating to tax planning and education expenses planning are not regulated by the Financial Conduct Authority.

🚨 Big change coming for pensions from April 2027From April 2027, pensions are expected to be included in your estate for...
02/06/2026

🚨 Big change coming for pensions from April 2027

From April 2027, pensions are expected to be included in your estate for Inheritance Tax (IHT) purposes, potentially reshaping how many people approach retirement and estate planning.

This could have a significant impact on how wealth is passed on to future generations.

Our latest blog explains:

➔ What’s changing,
➔ Who may be affected,
➔ What steps you may want to consider now

Read more via the link below or speak to our team to review your plans.

🔗: https://www.wellsgibson.uk/news/pensions-and-inheritance-tax-iht-what-you-need-to-know-before-april-2027/

👉 Even when the plan is solid, the mind still wanders towards uncertainty. What if markets fall?What if circumstances ch...
19/05/2026

👉 Even when the plan is solid, the mind still wanders towards uncertainty.

What if markets fall?
What if circumstances change?
What if you’ve missed something important? 🫣
What if the future turns out differently than expected?

For many people, those thoughts don’t disappear because the problem was never just about the numbers.

This blog explores the often overlooked link between financial planning and emotional wellbeing, and why feeling secure matters just as much as being secure.

🔗: https://www.wellsgibson.uk/news/bridging-the-gap-between-financial-planning-peace-of-mind/

Spring Bank Holiday Office Closure 🌱Our offices will be closed on Monday 25th May for the Spring Bank Holiday.We’ll be b...
19/05/2026

Spring Bank Holiday Office Closure 🌱

Our offices will be closed on Monday 25th May for the Spring Bank Holiday.

We’ll be back and operating as normal from Tuesday 26th May.

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

Great financial planning starts with understanding people, not just numbers.💚 This week is Mental Health Awareness Week ...
14/05/2026

Great financial planning starts with understanding people, not just numbers.

💚 This week is Mental Health Awareness Week 2026, led by the Mental Health Foundation, with this year’s theme “Great Mental Healthcare is Human”.

As a people-orientated business, this resonates strongly with us. Meaningful relationships, empathy and support are central to how we work every day. 🤝

We are proud to share that our Client Services Associate, Alana Kearnan, is certified in Mental Health First Aid, helping us continue to build a supportive environment for both our team and clients.

Supporting mental wellbeing is also an important part of how we care for vulnerable clients. Significant impact on emotional wellbeing and decision making can arise from a range of life experiences, including:

▪️ Life events
▪️ Bereavement
▪️ Illness
▪️ Stress
▪️ Financial pressure
▪️ Major transitions

We believe financial planning should always be approached with compassion, patience and understanding.

Alana shared:

“Sometimes the most important thing we can do is simply make space for someone to feel heard. Mental health conversations don’t need to be perfect, they just need to start with kindness, empathy and understanding.”

This week is a reminder that wellbeing matters in every workplace. Whether it’s checking in with colleagues, encouraging open conversations, or creating a culture where people feel supported, small actions can make a meaningful difference. 💬 💪

07/05/2026

Capturing a fresh set of team pictures with Headshots Scotland yesterday. 📸

We’re looking forward to sharing more behind the scenes of what makes up Wells Gibson — the people, the culture, and the relationships.

Stay tuned! 👀

05/05/2026

🎙️ NEW EPISODE: Financial Planning Explained - What Actually Matters (After 30 Years in the Industry)

What does great financial planning really look like? ❓
What difference should it make to you? ❓

In our latest episode, Jonathan is joined by Jacqueline Lockie to break it down, drawing on her 30+ years of experience helping people make smarter financial decisions.

In this episode, you'll discover:

▪️ What separates good planning from great planning
▪️ Why outcomes are driven more by decisions than markets
▪️ The most common money mistakes
▪️ How to get real value from working with an adviser
▪️ What a genuinely fulfilling retirement looks like

Much of what’s discussed may feel familiar, because it’s the approach we take with our clients every day - but it’s always worth stepping back and revisiting what really matters.

▶️ Watch: https://youtu.be/9p7iDdsWeFA
🎧 Listen: www.buzzsprout.com/1722265/episodes/19053979

30/04/2026

💡 Pass on your wealth efficiently

Chris Gardiner of Thorntons Solicitors explains an important aspect of UK estate planning: in certain circumstances, gifts made during your lifetime may fall outside of your estate for inheritance tax purposes if you survive for seven years after making them.

📊 Understanding how these rules work can help you make more informed decisions when planning for the future and your family.

Watch: https://youtu.be/N9zk-9JD_2c?si=XykOGKTORyLI4YRe&t=3

Listen: www.buzzsprout.com/1722265/episodes/18932359

⚠️ Tax treatment depends on individual circumstances and may be subject to change. This information is for general awareness only and does not constitute advice.

Early May Bank Holiday ClosureOur offices will be closed on Monday 4th May for the Early May Bank Holiday.We’ll be back ...
28/04/2026

Early May Bank Holiday Closure

Our offices will be closed on Monday 4th May for the Early May Bank Holiday.

We’ll be back and operating as normal from Tuesday 5th May.

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

Are you truly confident in the life you’re working towards for retirement?Many people feel good about their plans at a h...
27/04/2026

Are you truly confident in the life you’re working towards for retirement?

Many people feel good about their plans at a high level…
But it’s often the details that quietly make or break long-term outcomes.

When we speak with clients, we regularly see:

✔️ Clear goals
✔️ Solid intentions
❗ Overlooked gaps that could impact future confidence

Our latest blog dives into some of the most commonly underestimated areas, and why addressing them now can make a meaningful difference later.

Because retirement planning isn’t just about getting there, it’s about feeling confident when you arrive.

Take a moment to explore what might be missing, click the link below:

🔗 https://www.wellsgibson.uk/news/what-you-might-be-underestimating-in-retirement-planning/

Your portfolio isn’t left to run on autopilot, we’re keeping an eye on it, even when things look quiet.A lot of the work...
21/04/2026

Your portfolio isn’t left to run on autopilot, we’re keeping an eye on it, even when things look quiet.

A lot of the work happens behind the scenes, making sure everything stays on track.

Discover how we look after it, click link below.👇

🔗 https://www.wellsgibson.uk/news/how-your-portfolio-is-managed/

Address

Prospect House, Prospect Business Centre, Gemini Crescent
Dundee
DD21TY

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+441382722989

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