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.
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)
Listed in Top 100 UK Financial Adviser Firms
2016
(New Model Adviser/Citywire)
This accolade recognises firms demonstrating the development of best practice, qualifications, commitment to the profession and the extent of re-investment in to the business
Adviser Firm of the Year (South East)
2017
(Professional Adviser – Finalist)
Retirement Adviser of the Year
2016
(Moneyfacts – Finalist)
By delivering an exceptional service, profitably grow our business, be regarded as innovators by our peers, whilst embracing our values.
Financial Planning
Blogs
This is a question I frequently get asked, with the follow up question being how much do I need...
By
Matthew Bond
June 15, 2018
This is a question I frequently get asked, with the follow up question being how much do I need...
Financial Planning
Blogs
You may be aware that there is currently a Government consultation on inheritance tax simplification, that is seeking the...
By
Ian Warrilow
June 13, 2018
You may be aware that there is currently a Government consultation on inheritance tax simplification, that is seeking the...
Financial Planning
So, what inheritance tax saving schemes will be withdrawn when the Office of Tax Simplification (OTS) delivers its report...
By
Peter Magliocco
May 24, 2018
So, what inheritance tax saving schemes will be withdrawn when the Office of Tax Simplification (OTS) delivers its report...
