We continue to develop excellent relationships with our key investment and financial services partners.

Gilbert Wealth is run by our directors Jon Gilbert and Jon Pashley, who took over the company in February 2020 following a management buyout, with the aim of strengthening its position within the East Midlands.

As a privately owned company this gives us the flexibility to drive our business forward through a small hand-picked team. When opportunities have arisen we have purchased a number of smaller companies to increase our market standing with our key investment providers.

Our aim is to provide the resources to ensure each member of the team fulfils their potential, developing their knowledge and skills, and creating a stimulating, rewarding and enjoyable working environment.

We continue to develop excellent relationships with our key investment and financial services partners, for the benefit of our clients, and have established an extensive and loyal customer base, many of whom have been with us for many years.

We are a business that conducts itself in accordance with the precepts “Our customer’s always come first” and that their financial well-being and satisfaction is paramount.