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.
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)
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)
By delivering an exceptional service, profitably grow our business, be regarded as innovators by our peers, whilst embracing our values.
Financial Planning
Blogs
In short, a Power of Attorney is a legal document that allows someone to make decisions for you, or...
ByMatthew Bond
March 8, 2019
In short, a Power of Attorney is a legal document that allows someone to make decisions for you, or...
Financial Planning
Blogs
As the end of the tax year approaches let’s look at some of the nice round numbers that the...
BySimon Moore
March 7, 2019
As the end of the tax year approaches let’s look at some of the nice round numbers that the...
Financial Planning
Blogs
It is a sad fact of investment management that the fees investors pay are inherently opaque. There have been...
ByAlistair Cunningham
February 22, 2019
It is a sad fact of investment management that the fees investors pay are inherently opaque. There have been...
