Verus Chartered Financial Planners
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Jonathan Gibson CFPcm
Chartered MCSI, APFS, AIFP
Chartered Financial Planner & Certified Financial Planner
Co-Director of Verus Wealth
Jonathan’s core area of expertise is in comprehensive financial planning and wealth management and his specialist areas include retirement planning, investment portfolio management and estate planning.
Jonathan is a Chartered Financial Planner, Certified Financial Planner (CFPcm) and is certified to BS ISO 22222*. He is also a Chartered Member of the Chartered Institute for Securities & Investment.
He serves a broad range of affluent and high net-worth private clients, including young professionals, business owners and those in retirement. He has also developed a specialism for financial planning for dentists and his work in this area contributed to Verus winning the prestigious UK Professional Adviser's 2009 Education award.
Jonathan is currently serving as a committee member of the Scottish Branch of the Institute of Financial Planning.
Jonathan lives in Dundee with his wife and their two children.
Qualifications:
- Chartered Financial Planner
- Certified Financial Planner (CFPcm)
- Certified to BS ISO22222 by The Chartered Insurance Institute - UKAS Personnel Certification reference 4218
Professional Bodies:
- Chartered Member of the Chartered Institute for Securities and Investment (Chartered MCSI).
- Associate Member of the Personal Finance Society (APFS)
- Associate Member of the Institute of Financial Planning (AIFP)
Learn more about Chartered Financial Planners, Certified Financial Planners and
BS ISO 22222.
