Dundee-based financial planning firm Wells Gibson has been named UK Accredited Financial Planning Firm of the year by the prestigious Chartered Institute for Securities and Investment.
The Wells Gibson team was presented with the award during a ceremony at the annual CISI Financial Planning conference, which was held at Red Bull Racing’s Milton Keynes HQ on 5 October.
Wells Gibson’s managing director Jonathan Gibson said: ‘We are honoured to have won this award, for which competition from across the UK financial planning sector was very strong’.
‘We see it as a reflection of our consistently high level of service to our clients and their families, and our commitment to work with them to create clarity, contentment and certainty, through proper wealth planning and sensible investing.’
The CISI — the largest and most widely-respected professional body for the securities and investment profession in the UK — stipulates that Accredited Financial Planning Firms ‘demonstrate excellence in everything they do and are recognised as some of the most trusted financial planning firms in the UK’.
‘They deliver a comprehensive financial planning service, helping clients achieve their life goals. They are the leaders in their profession, demonstrating the ultimate in professionalism through the calibre of the service they provide.’
Wells Gibson, founded by Mr Gibson in 2016, is a boutique, independent firm, which serves and advises clients mainly in Scotland and ensures a highly personalised face-to-face service can be delivered.
Mr Gibson added: ‘We pride ourselves on the unique relationships we foster with our clients, where their lives form the nucleus of our conversations. We focus on lifelong, relationship-driven planning and advice, as opposed to one-off, transactional, or product-driven sales.’
Wells Gibson Limited
Wells Gibson is an independent and boutique, family owned business. Our vision is 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.
