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Alistair Cunningham
Chartered Financial Planner
  Direct: 01883 332275
  Office: 01883 332261
  alistair.cunningham@wingatefp.com

Specialising in advice for owner managed businesses, Alistair was one of the first Financial Planners to be awarded the prestigious Chartered Financial Planner status. He is also a Fellow of the Personal Finance society, a rarer accolade still.

In addition to having achieved the pinnacle of Financial Planning qualifications Alistair also holds the STEP Certificate in Trust and Estate Planning (Financial Services) and an affiliate membership to the Society of Trust and Estate Practitioners.

Alistair joined Wingate’s sister company, Wingate Benefit Solutions, in 2005. In March 2008 Alistair was a co-founder of Wingate Financial Planning, which provides high quality tailored advice to individuals and Trustees.

A graduate in Physics from Warwick University, Alistair shows the highest level of commitment to professional development. An enthusiastic lover of technology, Alistair won “Social Media Adviser” in four of the five years 2012-2016. He also has several other pensions, investment and tax-planning awards. His opinion sought in the trade and retail media, Alistair is frequently asked to comment on current matters, especially retirement and tax planning issues.

Alistair lives in Caterham, Surrey with his wife and three children. Alistair is a keen photographer, with a particular interest in “high-dynamic range” images of architecture and landscapes. A keen cyclist, Alistair can often be found cycling the hills of Surrey at weekends.

Qualifications

Fellow of the Personal Finance Society

Advanced Diploma in Financial Planning (Chartered)

CII CF8 – Long Term Care Insurance

CII CF9 – Pensions Simplification

CII ER1 – Equity Release

CII G60 – Pensions

CII G10 – Taxation and Trusts

CII G30 – Business Financial Planning

CII K10 – Retirement Options CII G20 – Personal Investment Planning

CII AF3 – Pension Planning

CII AF5 – Financial Planning Process

CII R08 – Pensions Update

2015 Awards