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 – Finalist)
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
Generally speaking, in the past, an individual would work for one company throughout their working life and then retire...
ByMatthew Bond
May 17, 2019
Generally speaking, in the past, an individual would work for one company throughout their working life and then retire...
Financial Planning
Blogs
We are delighted to be short-listed for the Retirement Adviser of the Year at the Investment Life & Pensions...
ByAlistair Cunningham
May 17, 2019
We are delighted to be short-listed for the Retirement Adviser of the Year at the Investment Life & Pensions...
Financial Planning
Blogs
The annual allowance is the greatest sum that can be paid into a pension without recovery tax charges. For...
ByAlistair Cunningham
May 15, 2019
The annual allowance is the greatest sum that can be paid into a pension without recovery tax charges. For...
