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
New tax rules may impact UK clients investing in Offshore Investment Bonds On the 6th April this year new...
By Ian Warrilow
November 13, 2019
New tax rules may impact UK clients investing in Offshore Investment Bonds On the 6th April this year new...
Financial Advice
Blogs
Pension Death Benefits for Vulnerable Beneficiaries The pension freedoms that were introduced in April 2015 improved the death benefits...
By Alistair Cunningham
November 11, 2019
Pension Death Benefits for Vulnerable Beneficiaries The pension freedoms that were introduced in April 2015 improved the death benefits...
Financial Planning
Blogs
Death of the Retirement Annuity When retirement approaches, this often brings into focus what regular income and possible one-off...
By Alistair Cunningham
November 11, 2019
Death of the Retirement Annuity When retirement approaches, this often brings into focus what regular income and possible one-off...
