Wells Gibson
Wells Gibson is a family-owned financial planning firm that offers wealth management services. Founded in 2016, the firm focuses on providing financial strategies to clients.
- Pension planning
- Wealth management
- Investment advice
- Financial planning
- Retirement planning
Locations
Digital Popularity
Social Media
Company Details
Wells Gibson is operated by Wells Gibson Limited and is a Active company incorporated on 2 December 2015 with the registered office located in Dundee, City of Dundee. Wells Gibson Limited was registered 9 years ago.
Status
Active
Size
Micro
Directors
2
Age
9 years old
Employees
8
Turnover
Unreported
Total Assets
£231.96K
Cash in Bank
£154.81K
Total Liabilities
-£118.46K
Teams
7
3
3
2
2
Operations Manager • Joined Apr 2022
Client Services Manager • Joined Apr 2021
Associate • Joined Sep 2024
Associate Planner • Joined Apr 2020
Trainee Financial Planner • Joined Sep 2020
Trainee Financial Planner • Joined Jun 2021
Client Services
Associate Planner • Joined Apr 2020
Trainee Financial Planner • Joined Sep 2020
Trainee Financial Planner • Joined Jun 2021
Operations Manager • Joined Apr 2022
Associate • Joined Sep 2024
Associate Planner • Joined Apr 2020
Operations Manager • Joined Apr 2022
Client Services Manager • Joined Apr 2021
Client Services Manager • Joined Apr 2021
Client Services