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We have clients who come from all walks in life. That said, we find that clients that fit these profiles tend to benefit the most from our comprehensive range of professional services:
Entrepreneurs / self employed
Business owners / managers
Senior executives
Small to Medium Sized firms (<50 employees)
Members of the Professions
Retired and those within 10 years of retirement
Household income £75,000 +
Investable assets of £100,000 + (excluding home/property)
Financial services directors / employees/fund managers/staff
Trustees (both of pension schemes and other forms of trusts)
Having looked at our site and decided that you would like to discuss further how we can help you, you can call us on 0131 226 2012 or email info@wishartwealth.co.uk.
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