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At Wishart Wealth Management we specialise in taking the guesswork out of our clients' futures.
We are Edinburgh based independent financial advisers and Chartered Financial Planners.
Great financial planning is all about you.
We work best with entrepreneurs,small business owners and professionals to help build, manage and protect their wealth.
Our flagship service is that of Lifestyle Financial Planning.
Quite simply – through real financial planning we help you to identify, achieve and MAINTAIN your desired future lifestyle.…without fear of ever running out of money (no matter what happens).
Many clients who come to us will have used a traditional financial adviser in the past. They often have many financial products, money in the bank and/or investments but have no real idea what it all means – or where they are heading financially.
You can have all the products, funds and assets in the world - but without real financial planning you risk not obtaining the lifestyle you want and deserve and may be taking unecessary risks.
We will help you determine where you are now and where you want to go - through maximising your financial resources and opportunities.
What is your number? Let us work it out with you.
Please call us on 0131226 2012 or email info@wishartwealth.co.uk for a friendly initial chat about your requirements.
A first discovery meeting is always at our expense.
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