Financial Planners Elite

Directory of the Leading UK Financial Advisers

Iain Wishart

CFP (CM), APFS

CERTIFIED FINANCIAL PLANNER, CHARTERED FINANCIAL PLANNER

 

Member profile details

Photo
Title
Mr
First name
Iain
Last name
Wishart
Qualification Letters
CFP (CM), APFS
Status
  • CERTIFIED FINANCIAL PLANNER
  • CHARTERED FINANCIAL PLANNER
Gender
Male
 

Contact Details

Job Title
Director
Organization
Wishart Wealth Management Ltd
Company logo
Phone
01313472750
Business address
Stanhope House
Address line 2
12 Stanhope Place
Town/city
EDINBURGH
County
Lothian
Postcode
EH12 5HH
Local postcode area
EH
Region
Scotland - Central
Regions served
  • Select
  • Central Scotland
  • North East Scotland
  • Scottish Borders
Other postcode areas served
  • AB
  • DD
  • FK
  • G
  • TD
  • Other
 

Financial Planning Service

Our Service in Brief
We are a firm of Chartered Financial Planners who speak your language.
Unlike many financial advisers, we haven’t forgotten that our main aim is to deliver financial independence, financial security and total peace of mind.
We are alternative financial planners in that we offer the real truth about money and can help take the guesswork out of your financial future.
About our Service
We're not like other financial advisers and product salespeople. We use our hard earned technical knowledge to to help you make the most of your resources.
A first meeting is always at our expense.
Services include:
  • Comprehensive financial planning
  • Lifestyle financial planning
  • Business financial planning
  • Wealth management
  • Inheritance tax planning
  • Retirement planning
  • Pension transfers
  • Pensions and divorce
  • Long term care fees planning
  • Equity release
  • Other
Other services
Second opinion service and full review services
Specialist in
Comprehensive financial planning
Ideal Clients
Entrepreneurs / self employed

Business owners / managers

Senior executives

SME's (<50 employees)

Members of the professions

Retired and those within 10 years of retirement

Household income £75,000 and/or investable assets of £100,000 + (excluding home)

Financial services directors / employees

Those who want to know the real truth about money
How we Charge
First meeting - no charge then we'll agree a fee with you for work we do for you and for ongoing services as required.
 

Personal Information

Background
I have spent most of my 25 years in finacial services as an independent financial adviser.
Whilst holding the top qualifications is nice, I believe that getting on well with people, understanding their needs and then applying knowledge are just as important.
Family/social
Living in Edinburgh, married to Val and I have 1 daughter - Amy (17) - who is close to going to University (awaits exam results!)
Interests
Ski, gym, fishing (new), running, music and travelling to new places (have a long list to tick off!)
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