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 – 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)
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
Blogs
Often the inference of this question is that the current investment strategy is not or will not be fit...
By
Peter Magliocco
October 18, 2018
Often the inference of this question is that the current investment strategy is not or will not be fit...
Financial Planning
Economic Review
Economic Growth Changes to GDP (Gross Domestic Product) is the main indicator of economic growth. In the UK, GDP...
By
Mohamad Alrayees
October 18, 2018
Economic Growth Changes to GDP (Gross Domestic Product) is the main indicator of economic growth. In the UK, GDP...
Financial Planning
Blogs
The current full state pension is £164.35 per week if you have a total of 30 qualifying years of...
By
Simon Moore
October 3, 2018
The current full state pension is £164.35 per week if you have a total of 30 qualifying years of...
