Mr Derek Smith

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.