What does my financial future look like?
Wingate Financial Planning help you understand your lifetime dreams, make informed decisions about your money and ensure you remain "on track" to achieve your goals.
We develop, implement and manage a financial plan to help you achieve your lifetime goals.!
Our team of Financial Planners and Advisers are committed to you.
Our values underpin how we work with you and each other.
We are proud to have been independently recognised in what we do and how we do it.
Adviser Firm of the Year (South East) 2020
2020
(Shortlisted)
Retirement Adviser of the Year
2019
(Moneyfacts – Finalist)
Best Retirement Adviser
2019
(Money Marketing – Finalist)
Best Individual Pensions Advice Firm of the Year Award
2019
(Retirement Planner – Winner – London, the South East and East Anglia)
FT Adviser Top 100 Financial Advisers 2019
2019
FT Adviser Top 100 Financial Advisers 2018
2018
Adviser Firm of the Year (South East) 2019
2019
(Professional Adviser – Finalist)
Paraplanner of the Year
2018
Mohamad Alrayees
(Paraplanner of the Year – Shortlisted)
Adviser Firm of the Year
2018
(Money Marketing – Highly Commended)
Best Retirement Adviser
2018
(Money Marketing – Highly Commended)
By delivering an exceptional service, profitably grow our business, be regarded as innovators by our peers, whilst embracing our values.
Financial Planning
We are delighted to announce that Wingate Financial Planning have been shortlisted for the Professional Adviser Awards 2020 (which...
By Alistair Cunningham
December 12, 2019
We are delighted to announce that Wingate Financial Planning have been shortlisted for the Professional Adviser Awards 2020 (which...
Financial Planning
Blogs
All things Green 2017, Blue Planet II and David Attenborough have a lot to answer for when considering current...
By Peter Magliocco
November 29, 2019
All things Green 2017, Blue Planet II and David Attenborough have a lot to answer for when considering current...
Financial Planning
Blogs
Pension Scams & How to Avoid Them The average amount of money lost, by victims of pension fraud in...
By Simon Moore
November 26, 2019
Pension Scams & How to Avoid Them The average amount of money lost, by victims of pension fraud in...
