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

Wells Gibson

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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 executive 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.

13/10/2026

Ten Years of Wells Gibson 🎉

Last month we celebrated ten years of Wells Gibson with an evening at V&A Dundee where guests got the first look at our refreshed branding too.

We kicked things off with the Pipers, Drummers and Dancers of Queen Victoria School in Dunblane, and were delighted that David Swanwick, Head of Client Communications, EMEA & Vice President at Dimensional Fund Advisors, took the time to join us and talk about 'Investing Through Uncertain Times'.

Over the past ten years we’ve helped dental principals plan their exit, tech founders turn equity into real wealth, and families through some of life’s biggest moments. To everyone who’s been part of that, thank you.

A huge thank you to Andi Watson Photography for capturing the evening so beautifully.

You can watch the highlights from the night here: https://youtu.be/ey2_QwHbwCM?si=nlJEwB6W_2AsJng2

07/10/2026

Today is , an opportunity to reflect on what thoughtful preparation can bring to the years ahead.

For those approaching retirement, the questions become increasingly important.

✔️ Will your wealth last?
✔️ Will your plans withstand changing markets?
✔️ Will your finances give you the freedom to enjoy the life you’ve built?

We believe good financial planning is less about anticipating every turn and more about creating the resilience 🛡️ to navigate whatever lies ahead.

Through considered decisions, careful stewardship and ongoing refinement, the years leading up to retirement can become less about uncertainty and more about confidence.

Because the ultimate purpose of planning isn’t simply to prepare for retirement, it’s to prepare for what comes next.

A closer look, slide by slide. ➡️

05/10/2026

Josh and Lori spent today at the High School Of Dundee's Career Fair 🎓, meeting pupils exploring their future career options.

They enjoyed sharing what a career in financial planning really looks like day to day, and hearing about the pupils’ interests and aspirations. Conversations like these can spark ideas, open doors and introduce opportunities they may not have considered.

A big thank you to the High School of Dundee for having us! 🙌

01/10/2026

🌷 Yesterday we said a fond farewell to Lynn!

If you’ve visited Prospect House over the years, chances are you’ll have met Lynn and experienced her warmth, kindness and welcoming nature. She was someone who went above and beyond, always making time for people.

Thank you for everything, Lynn. You will be dearly missed. We hope you have a wonderful and well deserved retirement. 💛✨

29/09/2026

🎉 Happy birthday to our Client Services Associate, Alana.

Alana is someone both clients and colleagues can always rely on: organised, attentive, and always one step ahead, making sure nothing gets overlooked.

Wishing Alana a wonderful birthday and a well deserved day to celebrate! 🥂✨

23/09/2026

We had a very special visitor in the office today, and he definitely lifted everybody’s spirits! Come anytime Mac, you’re always welcome. ❤️🐾

05/09/2026

🎂 Happy birthday to our Client Services Associate, Ryan.

Ryan has a real passion for financial planning, and that comes through in everything he does. He’s always eager to learn more, taking the time to look a little deeper and continually build his knowledge and understanding.

Wishing Ryan a wonderful birthday, and a well deserved day to celebrate! 🎈✨

03/09/2026

🎉 Congratulations to Jayne, Ryan, Harry and Alana who are all celebrating work anniversaries this week!

Jayne, Ryan and Alana are marking one year with Wells Gibson, and Harry is celebrating two. We're so grateful to have each of them on the team, and for everything they bring to the business day in, day out.

Here's to many more years ahead.🥂✨

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/

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

Website

http://www.wellsgibson.uk/

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