McHardy Private Wealth

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.

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.

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.