Wishart Wealth Management Ltd
18 Reviews
- Friday8:30 AM–2 PM
- SaturdayClosed
- SundayClosed
- Monday8:30 AM–5 PM
- Tuesday8:30 AM–5 PM
- Wednesday8:30 AM–5 PM
- Thursday8:30 AM–5 PM
About the Business
|
Contacts
Website
Call Us
+441312262012
41 Charlotte Square, Edinburgh EH2 4HQ
Hours
- Friday8:30 AM–2 PM
- SaturdayClosed
- SundayClosed
- Monday8:30 AM–5 PM
- Tuesday8:30 AM–5 PM
- Wednesday8:30 AM–5 PM
- Thursday8:30 AM–5 PM
Features
- Wheelchair-accessible toilet
- Toilets
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Andrew Burnet & Company
13.03.2024
Wishart Wealth Management Ltd
I’ve always found Wishart Wealth Management to be approachable, professional and reliable. They have provided me with great and valuable independent financial advice and planning over the years.
Karolyne Kerr
10.03.2024
Wishart Wealth Management Ltd
Fantastic advice combined with first rate client service - highly recommended
Graham Thomson
31.01.2024
Wishart Wealth Management Ltd
Never used a financial advisor before and was recommended Iain Wishart. I am more than happy with the service and personal touch that Iain and his staff provide. I wish I'd done this earlier and would recommend Wishart Wealth to anyone. You'll get open and honest there.
Geoff Cooper
15.01.2024
Wishart Wealth Management Ltd
I have been with Wishart Wealth for three years now. I am so glad that I decided to change IFA. I have found Iain and his team to be so professional and responsive in ensuring my investments are well managed.Even during the CV19 period their service has not missed a beat. Iain provides regular market updates which are always appreciated in these challenging times.I would have no hesitation at all, in recommending anyone I know to speak to Wishart Wealth if they are looking for good quality advice on how best to manage their finances.
Two Wheels
11.01.2024
Wishart Wealth Management Ltd
The folks at Wishart Wealth and Iain Wishart in particular, who I have dealt with, are very professional, open and friendly in their approach and conduct; nothing is too much trouble, queries are responded to quickly. Great care and as much time as necessary is taken to discover client requirements (over desires) as far as portfolio placement and handling, future strategies and aspects needing addressed. I've always felt the guidance and advice has been absolutely in my best interests and have no qualms in giving them five stars.
Lynn Reid
07.01.2024
Wishart Wealth Management Ltd
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.
Crawford Flint
22.12.2023
Wishart Wealth Management Ltd
Dealing with Iain and the whole team is a pleasure. Excellent service and I feel we are in very safe hands
Stewart Collingswood
22.12.2023
Wishart Wealth Management Ltd
I visited Wishart Wealth Management to sort out my pension. They did that and a lot more. I now have a much better handle on where I’m heading financially.The advice was very clear and the ongoing help from their friendly staff is first class.
Colin Wilson
21.12.2023
Wishart Wealth Management Ltd
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.
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41 Charlotte Square, Edinburgh EH2 4HQ
Wishart Wealth Management Ltd