Testimonials

Professor Stewart Brymer (OBE)

Wishart Wealth Management sets the standard as far as independent financial advice. Their quality of service and attention to detail are second to none. Iain Wishart is knowledgeable, professional and client focused. He respects your opinion and provides a service … Continue reading


Lindsay Grant

We have found the advice and service provided by Iain to be professional, reliable and valuable. We would recommend Wishart Wealth to our friends looking for a financial adviser with a longer term view.


Lesley Dougall

What I like about Wishart Wealth is that they start from where you want to end up – and work back. Which somehow, makes much more sense of what you’re doing, for how long and why. It’s a steep, steep … Continue reading


Dr Alexander Reid

The critical aspect is the personal service. You are it. The contact is with you either in person or by phone and phone contact is often immediate. Not only are you well prepared for our meetings, but hold many of … Continue reading


Elizabeth Ferry

We find them to be diligent and very professional in their capacity as Financial Advisers. A young company with their eye on the future!! Friendly approach with easy access to discuss issues.


Owen Ferry FCMI

Wishart Wealth Management Ltd have advised us on financial matters over the past 10 years. We are satisfied with all of the staff’s professionalism and speedy responses. Ensuring we comply with our personal and legal obligations. We have recommended their … Continue reading


Mrs Norma Pattison

The staff at Wishart Wealth are approachable and pleasant, efficient and always return with an answer to my questions.


Mr Derek Smith

Wishart Wealth have been our advisors for personal and business finance affairs for over 20 years. Ian Wishart and his professional team have kept us fully informed and up-to-date about the management of my portfolio and the constantly changing risks and … Continue reading


Mrs Margaret Meldrum

Having been a client of Iain’s for more years than I care to remember I have always found him and the team at Wishart Wealth to be the most personable with Iain’s advice tailored to my specific circumstances.


Mrs Frances Barr

Am happy with the service you have given in the past two years. It has taken the worry about dealing with the financial matters that my late husband John (a retired veterinarian) always dealt with. It has always been very … Continue reading