Wells Gibson Limited
DD2 1TY Dundee, United Kingdom
Wells Gibson Limited Company Information
General information
Wells Gibson is a boutique, family owned business and represents Jonathan’s career goal to own, manage and lead an independent financial planning and wealth management business.
Wells Gibson typically helps clients in 3 core areas...
Planning:
Protecting who and what is important to you; providing for your retirement and loved ones; and giving to causes and communities you care about.
Investments:
Pursuing a better investment experience by implementing and managing an evidence-based, systematic strategy, which aims to maximise returns by minimising emotional and financial costs, taxes & risk.
Tax:
Utilising allowances, exemptions and tax-planning products & solutions, to minimise your tax liabilities.
Please note that some solutions relating to tax planning and education expenses planning are not regulated by the Financial Conduct Authority.
Prospect House, Prospect Business Centre, Gemini Crescent Dundee
- Opening hours
-
Monday:09:00 - 17:00Tuesday:09:00 - 17:00Wednesday:09:00 - 17:00Thursday:09:00 - 17:00Friday:09:00 - 17:00
- Parking
- The company has a parking lot.
- Phone number
- +441382722989
- Linki
- Social Accounts
- Keywords
- financial planner
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