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.
Retirement Adviser of the Year (2020)
2020
(Finalists)
Best Retirement Adviser (2020)
2020
(Money Marketing – Finalists)
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
(Professional Adviser – Winner)
By delivering an exceptional service, profitably grow our business, be regarded as innovators by our peers, whilst embracing our values.
Financial Planning
Blogs
Here I explain the reasons why lifestyling to an annuity may not be appropriate in 2020.
By Alistair Cunningham
June 24, 2020
Here I explain the reasons why lifestyling to an annuity may not be appropriate in 2020.
Financial Planning
Video
Here Alistair Cunningham explains why a ‘total return’ strategy is superior to a dividend income strategy.
By Alistair Cunningham
June 22, 2020
Here Alistair Cunningham explains why a ‘total return’ strategy is superior to a dividend income strategy.
Financial Planning
Video
It is vital that you have a clear understanding of how much you pay for the services you receive....
By Simon Wateridge
June 19, 2020
It is vital that you have a clear understanding of how much you pay for the services you receive....
COVID-19 UPDATE
