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.
FT Adviser Top 100 Financial Advisers 2019
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)
Adviser Firm of the Year (South East) 2018
2018
(Professional Adviser – Shortlisted)
Paraplanner of the Year 2018
2018
(Professional Adviser – Shortlisted)
SIPP Adviser of the Year
2017
Alistair Cunningham
(FT Adviser – Winner)
Retirement Adviser of the Year
2017
(Moneyfacts – Finalist)
Best Retirement Adviser
2017
(Money Marketing – Winner)
By delivering an exceptional service, profitably grow our business, be regarded as innovators by our peers, whilst embracing our values.
Financial Planning
Blogs
The difference between restricted and independent advice is something I have dealt with regularly in my career. As a...
BySimon Moore
January 15, 2019
The difference between restricted and independent advice is something I have dealt with regularly in my career. As a...
Financial Planning
Blogs
I consider the UK State Pension to be a key component of my clients’ secure income in retirement. Therefore,...
ByPeter Magliocco
January 10, 2019
I consider the UK State Pension to be a key component of my clients’ secure income in retirement. Therefore,...
Financial Planning
Blogs
When looking at Long Term Care or any Later Life financial planning, how your property is owned could have...
ByMatthew Bond
January 2, 2019
When looking at Long Term Care or any Later Life financial planning, how your property is owned could have...
