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
(Professional Adviser – Winner)
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
Blogs
The importance of a will… and keeping it up to date! A will is a legally binding document which...
By Simon Wateridge
February 24, 2020
The importance of a will… and keeping it up to date! A will is a legally binding document which...
Financial Advice
Blogs
Top tips to help you get the most from your financial adviser You have made the decision to engage...
By Simon Moore
February 19, 2020
Top tips to help you get the most from your financial adviser You have made the decision to engage...
Financial Planning
Blogs
We have all the time in the world ‘I don’t want brought up in a country where...
By Peter Magliocco
February 18, 2020
We have all the time in the world ‘I don’t want brought up in a country where...
