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
We are pleased to announce that we have been accredited with the Pension Transfer Gold Standard by the Personal...
ByAlistair Cunningham
September 10, 2019
We are pleased to announce that we have been accredited with the Pension Transfer Gold Standard by the Personal...
Financial Planning
Blogs
Equitable Life has recently gone through an exercise where it wrote to all its existing policy holders to outline...
ByAlistair Cunningham
September 10, 2019
Equitable Life has recently gone through an exercise where it wrote to all its existing policy holders to outline...
Financial Planning
The Wingate Group of companies is proud to announce completion of the renovation of its head offices in Caterham,...
ByBen Clarke
August 21, 2019
The Wingate Group of companies is proud to announce completion of the renovation of its head offices in Caterham,...
