Reviews of McHardy Private Wealth. (Financial Consultant) in Edinburgh (Edinburgh).

McHardy Private Wealth

9 Reviews

12 Comments

Financial Consultant

Financial planner

Life coach

41 Charlotte Square, Edinburgh EH2 4HQ

Description

Information of McHardy Private Wealth, Financial Consultant in Edinburgh (Edinburgh)

On this page you’ll find the address, open hours, more popular times, the contact, photos and real reviews of this business.

This business has received very good reviews from their customers, so probably it’s a place you should try if you are looking for this kind of services.

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Open hours of McHardy Private Wealth

Reviews of McHardy Private Wealth

G. C.

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.

C. F.

Dealing with Iain and the whole team is a pleasure. Excellent service and I feel we are in very safe hands

K. K.

Fantastic advice combined with first rate client service - highly recommended

G. T.

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.

V.

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.

V. W.

As a Chartered Accountant, I feel safe sending my clients to Wishart Wealth Management as I know that they will get a proper personal financial plan that considers every aspect of their businesses and lives and not just "the money". I know that they won't be offered financial products unless these are shown to be in line with the plan for the future and this aligns very well with the values of my own business.

L. R.

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.

C. M.

Top class. We have had a brilliant experience with Wishart Wealth. The focus on whole life financial planning, helping us to work out where we want to go, what we want to experience and live, rather than just looking at products, has been refreshing and inspirational. And great customer service too. Highly recommended!

C. W.

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.

S. C.

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.

A. B. &. C.

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.

C. M.

Chatting with Iain at WW is always a pleasure - he gives great clarity and helps me rest easy that me and my family will be secure financially to live the life we want in retirement!

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