Wishart Wealth Management Ltd

When creating Wishart Wealth Management Ltd in 2007, we had a clear vision/blueprint of what the classic financial planning practice should look and feel like. We are one of fewer than 500 firms of Chartered Financial Planners in the UK and follow a strict ethical code putting your needs first and foremost. We think that is important given the various mis-selling scandals that continue to tarnish the reputation of UK financial services. We love our work and we are lucky enough to wear 3 different hats - lifetime financial planners, financial planners and independent financial advisers (IFAs). Our core service is lifetime financial planning. This allows you to in effect step into a time bubble with us (with the help of innovative software) and takes a look at your future…and then if you don’t like what you see… …you can step back into the present and we do something about it. We believe that everyone needs to know where they are heading financially. Ultimately, we want you to get to the stage where you are financially independent – that is what we consistently help do for people. Our 3 stage financial planning service is a breath of fresh air - and the exact opposite to how many financial adviser firms work. Any financial products/investments are only recommended if you really need them to achieve your wider aims and goals. We also offer specialist services to individuals and businesses.