‘Our mission is to deliver an effective and efficient financial service that consistently exceeds client's expectations’

We believe that Treating Clients Fairly is about delivering a fair outcome to our clients whilst offering a first class business service.   It is embedded in the culture of our firm and our clients can be assured of this as:

• We are open about the way we carry out our business and how we are remunerated
• We welcome client feedback on a regular basis
• We encourage all our staff to continue with their professional development
• Our business is our clients, we never forget that.
• ‘We don’t know everything, but we do know everybody’. Where appropriate we will refer you to other professionals/specialists including accountants and solicitors
• As at May 2009, our advisers are in the top 1% of their UK peer group by way of qualification. We will not rest on our laurels. We continue to learn via a comprehensive Continuing Professional Development  programme.

We look at all areas of our business on a regular basis to ensure that:

1. Clients can be confident that they are dealing with a firm where the fair treatment of clients is central to our firm’s culture.
2. We consider our clients when promoting new services and products and ensure that they are  relevant to them.
3. Our clients are provided with clear information and we keep them informed before, during, and after the point of advice/sale.
4. Where advice is provided, we take a great deal of time to understand our clients’ situation and ensure that our advice is suitable and appropriate.
5. We meet our client's expectations, providing them with a level of service and products that are consistently of an excellent standard.
6. We will ensure that our clients can switch providers, change products, surrender policies and make any complaints without any undue barriers.

Please read our Privacy Statement before completing any enquiry form or before sending an email to us.

Wishart Wealth Management Limited is authorised and regulated by the Financial Services Authority (http://www.fsa.gov.uk/register/home.do). FSA Registration No: 469955

Wishart Wealth Management Limited
Registered Address:
29 Drumsheugh Gardens, Edinburgh, EH3 7RN
Registered in Scotland, No. SC324229