Wishart Wealth Management Ltd

Failing to plan is planning to fail

We aim to provide you with clarity in your financial affairs. We can help you whether you require advice on 1 or 2 matters or are looking for in-depth financial planning.

We offer lifestyle financial planning where we help you answer the BIG questions including:

• How much is enough - what is my "number"?
• What do I need to do to ensure that my family are totally financially secure whatever happens?
• What do I have to do to ensure I never run out of money?
• What level of investment return do I require to achieve my objectives?
• How much do I need to earn, save or sell my business for to give me what I want out of life?
• When can I afford to stop doing the things that have become a chore and start doing the things I really enjoy?

We help clients to identify, achieve and maintain their desired future lifestyle without the fear of ever running out of money.

Call us on 0161 226 2012 to discuss your financial planning needs.