“PERSONABLE AND WELL QUALIFIED – WITH A WIDE RANGE OF EXPERIENCE IN ALL ASPECTS OF REAL WEALTH MANAGEMENT”
Iain is an established financial planner and the original creator of Wishart Wealth Management Ltd. He set up the business in 2006 as he wanted to run a business with real financial planning at the centre.
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 CISI).
Outside of work Iain’s interests include his family, travel (often called a ‘Greekaholic’), attending the gym (a necessity), following the Scotland international rugby team, compiling chill out music, yoga, red wine and getting out into the great outdoors.
Not one to rest on his laurels, Iain is currently finalising his study (2018/19) to become a Registered Life Planner ® of the Kinder Institute RLP ® training program. Financial Life Planning is a movement centred on helping people attain the life they long to live.
Angela has worked with Iain Wishart for over 14 years having joined Wishart Wealth Management at the outset. Over 20 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 an experienced and gifted “paraplanner”, Angela works with Iain and the team and specialises in in preparing and administering sophisticated (and often positively life changing) client Financial Plans and Reports for clients.
During her spare time Angela enjoys travel, reading, cross-stitch, watching football (*Hearts and Liverpool FC) and spending quality time with friends and family.
Julie has 20 years’ financial services experience, having worked for many years as an institutional account manager with fund managers BlackRock and latterly as a Paraplanner helping financial advisers support and produce great planning for their personal and corporate clients.
In addition to her University degree in Export Studies and Languages, Julie holds the CII Diploma in Financial Planning and is studying towards Chartered status with the CII.
Given Julie’s recent stellar success in passing two of the hardest pension exams going in one day, we have no doubt at all Julie will reach the gold level of Chartered Financial Planner.
Away from work, Julie enjoys spending time with her husband and two children and loves socialising, cooking and foreign travel.
Louise has over 30 years’ experience within financial services, including working for large providers as well as IFA’s in support roles and practice management. Making sure our clients are well looked after comes naturally. Louise is married with two grown up children. She also has two Cockapoo pups who keep her busy.
Louise is also a qualified beautician and makeup artist. She runs this pursuit alongside a successful network marketing business. Louise enjoys cooking, socialising and the countryside although says she is a bit of a city girl at heart.