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
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
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)
By delivering an exceptional service, profitably grow our business, be regarded as innovators by our peers, whilst embracing our values.
Financial Planning
Blogs
I have recently been meeting with a raft of new clients who have been referred to Wingate from several...
BySimon Moore
July 16, 2019
I have recently been meeting with a raft of new clients who have been referred to Wingate from several...
Financial Planning
Blogs
The Office for Tax Simplification (OTS) has published its second report into inheritance tax (IHT). The independent report ordered...
ByIan Warrilow
July 14, 2019
The Office for Tax Simplification (OTS) has published its second report into inheritance tax (IHT). The independent report ordered...
Financial Planning
Blogs
Under an Immediate Needs Annuity (INA) an income is paid for life and upon death, the payments would cease...
ByMatthew Bond
June 24, 2019
Under an Immediate Needs Annuity (INA) an income is paid for life and upon death, the payments would cease...
