Wishart Wealth Management Ltd
About the Business
Wishart Wealth Management Ltd is a leading establishment in the finance industry, renowned for providing exceptional wealth management services to clients in the United Kingdom and beyond. Their offices are conveniently located in the prestigious Charlotte Square in Edinburgh, making them easily accessible to clients from all corners of the country.
At Wishart Wealth Management Ltd, their team of highly experienced financial advisors are committed to helping clients achieve their financial goals by providing tailored advice, creative investment planning and overall wealth management services. They understand that each client has unique financial objectives, and work hard to deliver bespoke solutions that ensure maximum returns on investment, whilst preserving capital and minimising risk.
In addition to providing sound financial advice, Wishart Wealth Management Ltd is also focused on promoting the overall wellbeing of their clients. They recognise that wealth management is not just about maximising returns on investment, but also about helping clients to stay healthy, happy and stress-free. As such, they offer a range of health and wellness services such as stress management, yoga and meditation classes to help clients live a balanced and fulfilling life.
Wishart Wealth Management Ltd is a notable point of interest, not just due to their impressive reputation and prime location, but also because of the far-reaching impact they have on the financial health and wellbeing of their clients. They are dedicated to providing personalised, high-quality service that exceeds customer expectations and ensure that each client receives the attention and care they deserve.
In conclusion, if you're looking for sound financial advice, bespoke investment plans and overall wealth management services, look no further than Wishart Wealth Management Ltd. Their commitment to financial health and wellbeing, combined with their exceptional expertise and customer service, makes them the ideal partner for anyone seeking to achieve financial success.
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Location & Phone number
41 Charlotte Square, Edinburgh EH2 4HQ, United Kingdom
Hours open
Monday:
9:00 AM - 5:00 PM
Tuesday:
9:00 AM - 5:00 PM
Wednesday:
9:00 AM - 5:00 PM
Thursday:
9:00 AM - 5:00 PM
Friday:
9:00 AM - 5:00 PM
Saturday:
Closed
Sunday:
Closed
Reviews
"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."
"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."
"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."
"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."
"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."
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