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) 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)
Pensions Adviser of the Year
2017
Alistair Cunningham
(Unbiased – Winner)
Paraplanner of the Year
2017
Mohamad Alrayees
(Professional Adviser – Winner)
Listed in Top 100 UK Financial Adviser Firms
2016
(New Model Adviser/Citywire)
This accolade recognises firms demonstrating the development of best practice, qualifications, commitment to the profession and the extent of re-investment in to the business
Adviser Firm of the Year (South East)
2017
(Professional Adviser – Finalist)
Retirement Adviser of the Year
2016
(Moneyfacts – Finalist)
By delivering an exceptional service, profitably grow our business, be regarded as innovators by our peers, whilst embracing our values.
Financial Planning
Blogs
This is the 2018 version of a resource that used to be downloadable from the website. A typeset version...
By
Alistair Cunningham
April 20, 2018
This is the 2018 version of a resource that used to be downloadable from the website. A typeset version...
Financial Planning
Blogs
What is the best way to invest your funds, when you are targeting “income”? Conventionally many investors would pick...
By
Simon Moore
April 18, 2018
What is the best way to invest your funds, when you are targeting “income”? Conventionally many investors would pick...
Financial Planning
Blogs
Confusingly, there is no single answer to this question, but the first consideration is which type of State Pension...
By
Alistair Cunningham
April 6, 2018
Confusingly, there is no single answer to this question, but the first consideration is which type of State Pension...
