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Wishart Wealth
    Management Ltd


Independent Financial Adviser in Edinburgh

Independent Financial Adviser in Edinburgh Wishart Wealth Management Ltd

Address: 29 Drumsheugh Gardens, Edinburgh, EH3 7RN
Telephone: (0131) 226 2012
Fax: (0131) 226 2624
E-mail: iain@wishartwealth.co.uk
Visit our Web Site: www.wishartwealth.co.uk

Contact: Iain Wishart

General Information

Wishart Wealth Management is an Edinburgh IFA firm who work with individuals, trustees and small business owners to help them build, manage and protect their wealth.

We are Chartered Financial Planners (the highest standard in the UK). Out of over 10,000 firms we are 1 of just 300 firms to be have attained this, the gold level in financial planning.

Chartered status means more than just passing exams – we have satisfied rigorous criteria relating to professional qualifications and ethical good practice. There are 3 levels of expertise out there in the financial advice world – our existing clients tell us they feel safer dealing with a professional firm qualified to the top level.

Iain Wishart is also a Certified Financial Planner via the Institute of Financial Planning and further details can be found here:

http://www.financialplanning.org.uk/consumers/cfp_details.cfm?ID=800

Whether you require a comprehensive financial plan or are simply looking for unbiased independent financial advice in 1 or 2 areas, we'd be pleased to hear from you.

Financial Planning

If you are looking for comprehensive Financial Planning then you need our Private Client Service. We take a 6 step holistic approach to your lifetime Financial Planning by helping you to align your personal finances to meet your life goals.

We can add clarity and meaning to your finances creating time for you to enjoy the lifestyle you choose.

Contact us to discover the real Truth® about money. Take the road less travelled.

Independent Financial Advice (IFA)

We offer a wide range of independent financial advisory services to individual clients and small business owners. These are services designed to help you make tactical decisions about a particular aspect of your financial life.

Our advisory services might be appropriate for you if you simply want independent, unbiased advice in one or possibly two areas.

Below is a table that includes some of the main areas we give independent financial advice in:


  Personal financial planning

  Corporate and business planning
  • Lump Sum Investments

  • Executive Pensions

  • Regular Savings Plans

  • Stakeholder Pensions

  • Retirement Planning

  • Group Personal Pensions

  • Income Protection

  • Group Income Protection

  • Critical Illness

  • Group Life Cover

  • Life Cover

  • Group Critical Illness

  • Long Term Care

  • Keyman Protection

  • Equity Release

  • Partnership Protection

  • Inheritance Tax Planning (2 year and 7
        year solutions)

  • Share Protection

  • Private Medical Insurance

  • Employee Benefits

  • For a detailed review of your personal circumstances, please email or telephone us in confidence. A first meeting is always at our expense.

    Wishart Wealth Management Limited is authorised and regulated by the Financial Conduct Authority.

    Not all of the above products / services are regulated by the FCA.


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