“PERSONABLE AND WELL QUALIFIED – WITH A WIDE RANGE OF EXPERIENCE IN ALL ASPECTS OF REAL WEALTH MANAGEMENT”
Iain is an experienced financial planner and IFA. Tired of the traditional approach to financial advice, he set up Wishart Wealth Management from scratch in 2006 as he wanted to help as many clients as possible experience the long-term benefits of proper (real) financial planning. There is much more to financial planning than jut financial products.
Qualified as both a Chartered Financial Planner (via the CII) and the all-important Certified Financial Planner CM professional status (via the CISI).
Committed to lifelong learning, Iain recently qualified as a Registered Life Planner ® of the Kinder Institute®.
Financial Life Planning is the process of discovering the full life we long to live and making it happen, no matter where we start. After all, what, when and whom is the money for? Personal finance is as much about the personal as it is the finance.
Iain’s key skills include retirement income planning and pension transfer advice.
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.
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 has no choice but to stick by his beloved Newcastle United despite many, many years of thin.
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.
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.
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.