Stewart Brymer (OBE)
Brymer Legal Ltd
“Wishart Wealth Management sets the standard as far as independent financial advice. Their quality of service and attention to detail are second to none.
Iain Wishart is knowledgeable, professional and client focused. He respects your opinion and provides a service based on personal attention.
Excellent communication skills”.
“We have found the advice and service provided by Iain to be professional, reliable and valuable. We would recommend Wishart Wealth to our friends looking for a financial adviser with a longer term view”.
Electronics Engineering Manager
Lesley Dougall Copywriting Ltd
“What I like about Wishart Wealth is that they start from where you want to end up – and work back. Which somehow, makes much more sense of what you’re doing, for how long and why.
It’s a steep, steep learning curve for me personally, but Iain’s straight-talking manner – and patience – helps make the process of getting my finances in order a whole lot less painful”.
“The critical aspect is the personal service. You are it. The contact is with you either in person or by phone and phone contact is often immediate. Not only are you well prepared for our meetings, but hold many of the financial facts and investments in your head. You are keen, competent, efficient and pro-active on our behalf.
You strive for personal improvement and keep bang up to date with what is happening in the wider world of investment. You are interested in us and our family, have a good grasp of personalities and relationship dynamics”.
Dr Alexander Reid
Retired General Practitioner
Retired Company Director
Ductform Ventilation (UK) Ltd
“We find them to be diligent and very professional in their capacity as Financial Advisers. A young company with their eye on the future!! Friendly approach with easy access to discuss issues”.
“Wishart Wealth Management Ltd have advised us on financial matters over the past 10 years. We are satisfied with all of the staff’s professionalism and speedy responses. Ensuring we comply with our personal and legal obligations. We have recommended their services to friends and colleagues”.
Owen Ferry FCMI
Ductform Ventilation (UK) Ltd
“The staff at Wishart Wealth are approachable and pleasant, efficient and always return with an answer to my questions”.
“Wishart Wealth have been our advisors for personal and business finance affairs for over 20 years. Ian Wishart and his professional team have kept us fully informed and up-to-date about the management of my portfolio and the constantly changing risks and opportunities that we have needed to be aware of over changing times.
They are prepared to spend time listening to our needs and views and provide advice that focuses on our particular requirements, rather than routine advice backed by a standard range of one-size-fits-all products. We fully appreciate their genuine and ongoing concern shown for the wealth, welfare and security of our business and family”.
Mr Derek Smith
“Having been a client of Iain’s for more years than I care to remember I have always found him and the team at Wishart Wealth to be the most personable with Iain’s advice tailored to my specific circumstances”.
“Am happy with the service you have given in the past two years. It has taken the worry about dealing with the financial matters that my late husband John (a retired veterinarian) always dealt with.
It has always been very easy to get to speak to yourself, or if unavailable someone else on any matter I have had concerns about, and I do appreciate that. I also feel that you try to do your best for me as a client. Keep it up. Thanks”.
Mrs Frances Barr
Dr Fiona McLaughlin & Mr Ian Verdon
Eva Pharma Consulting & Financial Data Analyst
“We have been clients of Iain for over 10 years and wouldn’t hesitate to recommend his services. He has patiently advised us throughout our changing circumstances, but never made us feel under any pressure to put his advice into action. He keeps up to date with current practice and legislation and the team as a whole are pleasant and courteous and professional”.
“Positive: Professionalism, Quality, Responsiveness – a friendly and professional firm. The staff are responsive and want to understand what your objectives are. The right focus on achieving your goals – which are not always purely financial. A good selection of planning tools and illustrations to help you see what decisions mean for your financial future. Above all it is their ability to speak to the client in a straightforward and clearly understandable manner, avoiding financial industry buzzwords”.
“Dealing with Iain and the whole team is a pleasure. Excellent service and I feel we are in very safe hands”.
“Visiting Iain always makes me feel better. He really understands what I want to achieve and has worked diligently over the years to help me get there. His advice and the service Wishart Wealth provides is worth every penny of my fees”.
The HR Dept
“Top class. We have had a brilliant experience with Wishart Wealth. The focus on whole life financial planning, helping us to work out where we want to go, what we want to experience and live, rather than just looking at products, has been refreshing and inspirational. And great customer service too. Highly recommended!”
“Chatting with Iain at WW is always a pleasure – he gives great clarity and helps me rest easy that me and my family will be secure financially to live the life we want in retirement!”
Licensed Insolvency Practitioner and Chartered Accountant.
Chief of Operations - Global Tax Management Consulting at Deloitte.
“Fantastic advice combined with first rate client service – highly recommended”.