Jonathan Gibbons

Who we are

Jonathan Gibbons is a wealth management and financial planning specialist serving individuals, families, and businesses in Hampshire, Dorset, and Wiltshire. I believe in building lasting relationships with clients, understanding their unique financial situations, and providing tailored solutions to achieve their financial goals.

Our commitment

We take a personalized approach to wealth management, tailoring our services to each client's specific circumstances and aspirations. We work collaboratively with you, offering comprehensive advice on:

Building wealth

• Investment planning
• Retirement planning
• Tax optimization strategies
• Business succession planning

Growing wealth

• Portfolio management
• Risk management strategies
• Succession planning
• Inheritance planning

Protecting wealth

• Insurance review and planning
• Trust and estate planning
• Asset protection strategies

Preserving wealth

• Retirement planning withdrawal strategies
• Inflation management
• Tax mitigation strategies

Our values

At the core of our philosophy lie four key values:

• Client-centricity: We prioritize understanding your needs and aspirations to deliver personalized solutions.
• Integrity: We adhere to the highest ethical standards, guided by professionalism and transparency.
• Sustainability: We advocate for responsible investment practices that align with your values and goals.
• Collaboration: We work alongside you, sharing knowledge and expertise to empower you to make informed financial decisions.

PARTNERING WITH ST. JAMES'S PLACE

St. James's Place is one of the UK's leading financial advice companies, trusted by over a million clients. We partner with them to provide our clients access to a comprehensive range of wealth management services. This partnership allows us to:

• Offer you access to a wide range of investment options and planning tools.
• Benefit from St. James's Place's industry expertise and market research.
• Receive ongoing support from experienced financial planners and investment managers.