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
Blogs
CGT Changes: Entrepreneur’s Relief Subject To Change? There was much discussion before the General Election that individuals may consider...
By Alistair Cunningham
January 27, 2020
CGT Changes: Entrepreneur’s Relief Subject To Change? There was much discussion before the General Election that individuals may consider...
Financial Planning
Blogs
Pension Consolidation – Is it right for you? As we find ourselves in a new year and a new...
By Simon Wateridge
January 20, 2020
Pension Consolidation – Is it right for you? As we find ourselves in a new year and a new...
Financial Planning
Blogs
What is later life planning? People seek financial advice with the general objective of securing their financial future. Some...
By Matthew Bond
January 13, 2020
What is later life planning? People seek financial advice with the general objective of securing their financial future. Some...
