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WISHART WEALTH MANAGEMENT LTD

4.8/5 (68)
NameWISHART WEALTH MANAGEMENT LTD
Address41 Charlotte Square, Edinburgh EH2 4HQ
Phone 01312262012  
Email ID
SpecialityInheritance, Tax, Retirement Income, Investments, Lifestyle Financial Planning, Analyse Cash Flows, Create an Investment Strategy, Critical Illness Cover, Maximise Tax Advantages, Long & Short Plans
AboutWishart Wealth Management Ltd is an independent financial advisory firm in Edinburgh, UK. They work with business owners, entrepreneurs, senior executives, self-employed people, members of the professions and retired people with capital. Iain Wishart is the principal of the firm who has over 20 years of experience in this industry, and he is a Certified Financial Planner and Chartered Financial Planner. Angela Campbell and Louise Hinks are financial planners at Wishart Wealth Management Ltd. They use their experience and the latest financial software to give you a clear understanding of your financial future. They aim to bring transparency to clients financial affairs by building long-term plans for savings, adjusting existing arrangements and recommending new ones to achieve business, tax and investments, personal and family lifestyle objectives.
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