Although those may well have a place, when it comes to your finances, we believe that it is "best to begin with the end in mind". It always pays to invest some time in real financial planning before planning to invest. Our comprehensive financial services are centred round YOU- where you are now and where you are going.
Financial products might help you to get there, in which case we may recommend some. This stage only happens once we know what's important to you, what you want from your money and what your plans and ambitions are. Our key service aims to ensure you never run out of money, you become (and remain) financially well organised, you manage risk in all its forms and you achieve and maintain your desired lifestyle.
Financial products might help you to get there, in which case we may recommend some. This stage only happens once we know what's important to you, what you want from your money and what your plans and ambitions are. Our key service aims to ensure you never run out of money, you become (and remain) financially well organised, you manage risk in all its forms and you achieve and maintain your desired lifestyle.
Services
Wishart Wealth Management is an Edinburgh-based firm of financial planners and independent financial advisers. Our principal, Iain Wishart, has more than 20 years experience in the financial planning industry and is qualified both as a Certified Financial PlannerCM professional via the Institute of Financial Planning (IFP) and as a Chartered Financial Planner via the Chartered Insurance Institute (CII).
Iain is an experienced financial planner and IFA. Tired of the traditional approach to financial advice, he set up Wishart Wealth Management from scratch in 2006 as he wanted to help as many clients as possible experience the long-term benefits of proper (real) financial planning. There is much more to financial planning than jut financial products.
You require assistance in management of your personal assets, company's assets and perhaps the assets of the company pension fund. You may benefit from us calculating your 'number' - what you need to save, earn and/or sell the business for to reach and maintain financial independence sooner not later.
Capital markets have consistently rewarded investors for the capital they supply. Companies compete for the supply of investment capital, and millions of investors compete with each other on a daily basis for the most attractive returns. Competition drives prices towards fair value so that on any given day a point of equilibrium is reached between the buyers (optimists) and sellers (pessimists) on the price of a security (share).
These qualifications are seen as the gold standard of financial planning professional qualifications. This allows us to demonstrate our professional commitment to raising standards of knowledge, capability and ethical practice. As a Chartered firm we ensure staff members acquire and retain the necessary knowledge and skills to deliver the highest quality advice.
Reviews (9)
Geoff Cooper
Oct 10, 2020
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I have been with Wishart Wealth for three years now. I am so glad that I decided to change IFA. I have found Iain and his team to be so professional and responsive in ensuring my investments are well managed.
Even during the CV19 period their service has not missed a beat. Iain provides regular market updates which are always appreciated in these challenging times.
I would have no hesitation at all, in recommending anyone I know to speak to Wishart Wealth if they are looking for good quality advice on how best to manage their finances.
Even during the CV19 period their service has not missed a beat. Iain provides regular market updates which are always appreciated in these challenging times.
I would have no hesitation at all, in recommending anyone I know to speak to Wishart Wealth if they are looking for good quality advice on how best to manage their finances.
Valerie Wishart
Sep 04, 2020
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As a Chartered Accountant, I feel safe sending my clients to Wishart Wealth Management as I know that they will get a proper personal financial plan that considers every aspect of their businesses and lives and not just "the money". I know that they won't be offered financial products unless these are shown to be in line with the plan for the future and this aligns very well with the values of my own business.
Two Wheels
Aug 29, 2020
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The folks at Wishart Wealth and Iain Wishart in particular, who I have dealt with, are very professional, open and friendly in their approach and conduct; nothing is too much trouble, queries are responded to quickly. Great care and as much time as necessary is taken to discover client requirements (over desires) as far as portfolio placement and handling, future strategies and aspects needing addressed. I've always felt the guidance and advice has been absolutely in my best interests and have no qualms in giving them five stars.
Colin Wilson
Aug 25, 2020
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A friendly and professional firm. The staff are responsive and want to understand what your objectives are. The right focus on achieving your goals - which are not always purely financial. A good selection of planning tools and illustrations to help you see what decisions mean for your financial future. Above all it is their ability to speak to the client in a straightforward and clearly understandable manner, avoiding financial industry buzzwords.
Graham Thomson
Aug 07, 2020
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Positive: Professionalism, Quality, Responsiveness, Value
Never used a financial advisor before and was recommended Iain Wishart. I am more than happy with the service and personal touch that Iain and his staff provide. I wish I'd done this earlier and would recommend Wishart Wealth to anyone. You'll get open and honest there.
Never used a financial advisor before and was recommended Iain Wishart. I am more than happy with the service and personal touch that Iain and his staff provide. I wish I'd done this earlier and would recommend Wishart Wealth to anyone. You'll get open and honest there.
Lynn Reid
Dec 26, 2019
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Claire Middlebrook
Aug 08, 2019
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Stewart Collingswood
Jul 19, 2019
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Ciara McGovern
Jun 21, 2019
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Top class. We have had a brilliant experience with Wishart Wealth. The focus on whole life financial planning, helping us to work out where we want to go, what we want to experience and live, rather than just looking at products, has been refreshing and inspirational. And great customer service too. Highly recommended!
