“PERSONABLE AND WELL QUALIFIED – WITH A WIDE RANGE OF EXPERIENCE IN ALL ASPECTS OF REAL WEALTH MANAGEMENT”
Mark is a Chartered Financial Planner with over 13 years’ experience helping clients make important financial decisions and achieve their goals.
An Economics graduate who has diligently pursued professional qualifications; now a Fellow of the Personal Finance Society (FPFS) and holder of the STEP (Society of Trust and Estate Practitioners) Certificate for Financial Services.
Mark has gained great experience as a financial planner at LIFT-Financial Ltd and also TCAM Asset management (whom became later part of Seven Investment Management/7IM).
Outside of work Mark loves spending time with his family, discovering good food and music and running in beautiful Scotland with his Edinburgh Athletic Club team mates. He also enjoys making regular trips to see his beloved Newcastle United.
Andrew is a Diploma-qualified Financial Planner focused on making finance work for our clients and those they care about. A Finance Master’s graduate, he began his career at JP Morgan Private Bank before transitioning to financial planning following a spell in tourism.
Andrew is diligently pursuing his Chartered qualifications to bolster our client’s trust and faith in their planners.
Outside of work, Andrew is a keen traveller and adores the outdoors. He leads private tours throughout the Scottish Highlands via his side-project, ScotLux Tours. He also enjoys rugby, golf, football (Liverpool FC) and is a self-confessed bookworm.
Angela joined Wishart Wealth Management at the outset. Over 25 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 Mark 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.
Louise has over 35 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! She also runs a successful network marketing business. Louise enjoys cooking, socialising and the countryside although says she is a bit of a city girl at heart and wouldn’t say no to a cocktail.
Lois has over 15 years’ experience in financial services (especially pensions), having worked for pension providers as well as for Independent Financial Advisers (IFAs). Currently progressing towards her CII Diploma in Regulated Financial Planning.
Lois is married with a young daughter.
In her spare time she enjoys spending time with family and friends, shopping with her daughter, trips to the nail salon, eating out and going to the cinema.
Iain founded Wishart Wealth Management in 2006. Since the sale of the business Iain has taken a step back from providing advice to clients and his role has changed to one focused on business strategy and consultancy within the wider McHardy Group.
Outside of work, interests include his family, travel (often called a ‘Greekaholic’!), attending the pool/gym (a necessity), following the Scotland international rugby team (can be traumatic), driving a classic car (also called a ‘money pit’), compiling chill out music, being a yoga student, the occasional glass of red wine and experiencing the great outdoors.