Who we are, what we do

Wishart Wealth Management is an Edinburgh-based firm of financial planners and independent financial advisers. Our principal, Iain Wishart, has more than 20 yearsʼ experience in the financial planning industry and is qualified both as a Certified Financial PlannerCM professional via the Institute of Financial Planning (IFP) and as a Chartered Financial Planner via the Chartered Insurance Institute (CII).

Financial Clarity and Long Term Financial Planning

We work best with entrepreneurs, business owners (often family owned firms), self-employed people, senior executives, members of the professions and retired people with capital. We aim to bring clarity to clientsʼ financial affairs by creating long-term plans for savings, tax and investments, adjusting existing arrangements and recommending new ones to achieve business, personal and family lifestyle objectives.

Most people have only the vaguest idea of what their financial future looks like. Our lifetime financial planning service helps to remove the guesswork. Using our experience and the latest financial software, we can give you a clear insight into your financial future – and if you donʼt like what you see, you can step back into the present and do something about it, now.

Knowledge, Vision and Financial Advice

Only when weʼve agreed your strategy do we recommend financial products (if indeed products are required) to implement it. As Independent Financial Advisers we are qualified and regulated to advise on the entire market range of investments and savings vehicles – a breadth of vision which carries clear advantages when it comes to building your wealth and making your money work harder for you.

We aim to become long-term partners with our clients. The trusted source of advice.

Real financial planning is not intended to be a one-off exercise. Similarly to going to the gym, it only works as a continuous process. Things change. That’s we we offer a recurring service – to ensure your plans remain on track.

Contact us today to find out more about how we can help you plan for your financial future. Call us on 0131 226 2012, visit our offices in 42 Charlotte Square, Edinburgh EH2 4HQ, or get in touch on our Contact Us page.

The Financial Conduct Authority does not regulate tax planning and advice.