“PERSONABLE AND WELL QUALIFIED – WITH A WIDE RANGE OF EXPERIENCE IN ALL ASPECTS OF REAL WEALTH MANAGEMENT”
Iain is managing director of Wishart Wealth Management Ltd.
Iain practices as a financial planner and financial adviser and is one of a small band of UK advisers to be both a Chartered Financial Planner (via the CII) and Certified Financial Planner CM professional (via the IFP).
Iain acts as the trusted source of advice to a small number of often self- made clients from across the UK – many of whom who have been personally recommended.
These clients are predominantly entrepreneurs and professionals who are coming to a stage in their life where they seek an expert view and greater clarity, control and confidence regarding their financial affairs.
As a business owner himself, Iain helps clients to establish what’s important in their life and set down a structured plan that marries their lifestyle goals and financial objectives.
Outside of work Iain’s interests include his family, travel, gym, chill out music, kayaking (new) and cycling.
Iain set up the business in 2006 as he wanted to run the business with real financial planning at the centre. This approach has proven beneficial for clients when compared to the transactional independent advice model (which often misses the point).
Angela has worked with Iain Wishart for 10 years having joined Wishart Wealth Management at the outset.
Angela gained over 16 years of experience gained in financial services with independent financial advisers PKF, Spence & Spence and Hurley Financial Services.
Qualified in the CII – Certificate of Financial planning – with a CII investment qualification in addition.
As a “paraplanner” and office manager, Angela is the person who works with Iain and completes a number of tasks involved in preparing and administering a Financial Plan/Financial Reports and Reviews for clients.
During her spare time Angela enjoys travel, reading, cross-stitch, watching football and spending time with friends and family.
Val Wishart acts as finance director as well as company secretary for Wishart Wealth Management Ltd.
Working as a qualified Chartered Accountant for over 25 years and has a wealth of experience.
Val is an optimist with a positive attitude and she is passionate about helping her clients to achieve their goals. When she is not working she is mad about yoga, books, travelling and anything to do with food.
Lorraine assists Wishart Wealth Management Ltd with all aspects of book-keeping and accounting.
She has worked in accountancy since 1995 after completion of a Higher National Diploma in Accountancy.
Lorraine is currently a part-qualified member of the Association of Chartered Certified Accountants (ACCA). She has completed all the fundamental papers and is progressing through the professional exam stage.
Lorraine is married with two children and enjoys going to concerts and keeping fit by jogging.