Wells Gibson
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Tuesday: 09:00 - 17:00
Wednesday: 09:00 - 17:00
Thursday: 09:00 - 17:00
Friday: 09:00 - 17:00
Saturday: -
Sunday: -
About Wells Gibson
Proper Wealth Planning and Sensible Investing
Wells Gibson Description
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.
Reviews
Although we are bombarded by news telling us we are about to enter a recession, don’t be dismayed – remember, investing is a long-term pursuit and is not about speculating to make short-term wins.
With activity in many industries sharply curtailed in an effort to reduce the chances of spreading the coronavirus, some economists say a recession is inevitable, if one hasn’t already begun.
Click below to read more on our website:... #investments #investmentstrategy #wellsgibson
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"Over the long term we expect, as investors, the number of good years will outperform the number of poor years"
Find out more about what Jonathan, Wells Gibson's Managing Director, has to say about investing at the right time in his weekly vlog.
Find out more about how we can help you invest sensibly at www.wellsgibson.uk
... Check out all of our vlogs here - https://lnkd.in/egqxKM6
#realwealth #investing #wellsgibson #wealthplanning
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There is little doubt that the first quarter of 2020 will go down in investment history as a ‘notable’ period that investors will remember, alongside others such as Monday, October 19, 1987 (‘Black Monday’) when US markets fell by over 20% in one day and the Global Financial Crisis of 2008-2009.
It is notable more for the cause of the market fall, being the instant shut-off of revenues for many businesses around the world on account of the global lockdowns in place, rather than the magnitude of the fall.
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"I believe that real wealth is found in wisdom and when it comes to investing, real wealth is doing the right things, at the right time and for the right reasons"
Get the volume on to hear what our MD, Jonathan Gibson, has to say about 'real wealth' and dealing with uncertainty created by significant world events, like the current Coronavirus pandemic, in our new weekly vlog.
Find out more about how we can help you invest sensibly at www.wellsgibson.uk
... #realwealth #investing #wellsgibson #wealthplanning
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Many of you reading this short note will have, at some time, travelled down to Devon for a lovely summer break amongst the rolling fields, moors and beautiful beaches of this somewhat remote county. Incidentally, the beautiful and picturesque harbor village of Clovelly in North Devon is just beautiful.
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#investing #wealthmanagement
Every asset class has its day in the spotlight, for good or for bad, at some point. Over the past couple of years, shorter-dated, high-quality bonds that constitute strong defensive assets have delivered low returns and have had a finger pointed at them, by some.
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As humans, it’s fair to say we have a hard time being investors.
Normally, we like to purchase things when they are lower cost and avoid them when they are expensive, but that is often not the case when it comes to shares.
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This was not a news headline, nor will it be a headline we will ever see.
Yet this is exactly what happened on Tuesday this week. The FTSE100 had its biggest rise ever, and the Dow Jones in the US went up by more than 11%, the biggest daily gain since 1933.
Click below to read more on our website:... #markets #coronavirus #pensions
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At Wells Gibson, we are so grateful and thankful for the great innovators and the power of technology. The Wells Gibson team continue to work productively during this unprecedented time. Team work and effective communication is vital. Keep safe everyone! #teamwork
It’s been another tough week for capital markets however, context is an extremely important tool when it comes to investing.
All investors around the world will be feeling the emotional pressures of the recent rapid equity market falls.
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... #investing #markets #coronavirus
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The world is certainly watching with concern, the spread of coronavirus. The uncertainty is being felt around the globe, and it is unsettling on a human level and how capital markets respond.
It is a fundamental principle that markets are designed to handle uncertainty, processing information in real-time as it becomes available. We see this happening when markets decline sharply, as they have recently, as well as when they rise. Such declines can be distressing to any invest...or, but they are also a demonstration that the market is functioning as we would expect.
One can’t tell when things will turnaround or, by how much, but our expectation is that bearing today’s risk will be compensated with positive expected returns. That's the lesson from past crises, such as swine-flu and the global financial crisis of 2008–2009. Additionally, history shows no reliable way to identify a market peak or bottom.
As an investor, you need a long-term plan you can stick with in a variety of conditions. Your plan needs to consider a wide range of outcomes, both good and bad. Most importantly, you need to be disciplined.
Amid the anxiety that accompanies coronavirus, decades of financial science and long-term investing principles remain a strong guide.
#investing #risk #coronavirus
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At times like this, it is sometimes worth reminding ourselves that it is this very uncertainty of shorter-term market outcomes that delivers investors with returns above those of placing bank deposits.
This allows us to grow our purchasing power over time. In the case of equities / shares, this uncertainty can be high as the market adjusts its view of long-term earnings and the discount rate it uses to establish market prices. If there was no uncertainty, then there would be no equity premium.
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There is a world of difference between retirement and taking the benefits from a retirement plan.
Retirement describes a point in time when you might stop work and instead live a life without the commute or the daily grind of office politics.
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It was wonderful to attend the Centre for Entrepreneurship, University of Dundee Venture Competition yesterday! It is so inspiring to see so many people, students, graduates and staff alike, bringing new business and enterprise ideas to light. An excellent variety of pitches varying from social enterprises, medical innovations, dentistry platforms to sustainability driven creative products and fashionwear lines. Congratulations to all of the winners, organisers and participants last night! #UoDVenture #UoDEntWeek20
Savers in the current low-interest-rate environment face a fresh blow after National Savings and Investments (NS&I) announced a cut to their rates.
NS&I customers, including Premium Bond holders, will receive lower returns from 1st May 2020 onwards. According to the Treasury backed savings provider, rates are to be cut after the organisation failed to meet its income target.
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What is the difference between a need and a want? At a recent conference run by Distribution Technology, a senior member of the Financial Conduct Authority, Head of Life Insurance and Advice Supervision, Debbie Gupta, said, “Advisers consider what a client wants, but few consider what the client really needs”.
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It does feel as if the world is at an inflection point: step up to the challenges of global warming and other non-sustainable pressures on the Earth’s resources today or let our children and grandchildren reap the havoc of the melting ice caps; sea water level rises; deforestation and a decline in biodiversity; desertification and the potential social and migratory upheaval that will accompany it.
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With the tax return deadline looming, some parents may not realise they need to repay some or all of their child benefit. This is more specifically those parents who received a pay rise between April 2018 and April 2019 – taking their earnings above £50,000.
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More about Wells Gibson
Tuesday: 09:00 - 17:00
Wednesday: 09:00 - 17:00
Thursday: 09:00 - 17:00
Friday: 09:00 - 17:00
Saturday: -
Sunday: -