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.
Paraplanner of the Year
2018
Mohamad Alrayees
(Paraplanner of the Year – Shorlisted)
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)
Pensions Adviser of the Year
2017
Alistair Cunningham
(Unbiased – Winner)
Paraplanner of the Year
2017
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
blog
Bonds come in many shapes and sizes and may or may not be suitable to your circumstances. “Bond” is...
By
Peter Magliocco
September 14, 2018
Bonds come in many shapes and sizes and may or may not be suitable to your circumstances. “Bond” is...
Financial Planning
blog
Whilst you may not think you ever will the simple answer to this question is yes. In my view,...
By
Matthew Bond
September 14, 2018
Whilst you may not think you ever will the simple answer to this question is yes. In my view,...
Financial Planning
Blogs
HM Revenue and Customs recently revealed that 2017/18 was a bumper year for inheritance tax (IHT) receipts, indeed it...
By
Ian Warrilow
September 12, 2018
HM Revenue and Customs recently revealed that 2017/18 was a bumper year for inheritance tax (IHT) receipts, indeed it...
