Wishart Wealth Management Ltd

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.
Apr 30th, 2021

Positive: Professionalism, Quality, Responsiveness, Value
Aug 12th, 2020

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.
Jul 8th, 2020

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.
May 4th, 2020

Ive always found Wishart Wealth Management to be approachable, professional and reliable. They have provided me with great and valuable independent financial advice and planning over the years.
Jan 13th, 2020