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 (2020)
2020
(Finalists)
Best Retirement Adviser (2020)
2020
(Money Marketing – Finalists)
Adviser Firm of the Year (South East) 2020
2020
(Professional Adviser – Winner)
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
2019
FT Adviser Top 100 Financial Advisers 2018
2018
Adviser Firm of the Year (South East) 2019
2019
(Professional Adviser – Finalist)
Paraplanner of the Year
2018
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
According to Fidelity Investors, a third of investors, over 65, in the US sold all of their stocks at the...
By
Alistair Cunningham
September 18, 2020
According to Fidelity Investors, a third of investors, over 65, in the US sold all of their stocks at the...
Financial Planning
Blogs
Being faced with the prospect of requiring care for yourself or a loved one can be daunting. It is...
By
Peter Magliocco
September 7, 2020
Being faced with the prospect of requiring care for yourself or a loved one can be daunting. It is...
Financial Planning
Blogs
How is a redundancy payment taxed? Following on from my previous blog based around redundancy and whether retiring was...
By
Simon Moore
September 7, 2020
How is a redundancy payment taxed? Following on from my previous blog based around redundancy and whether retiring was...
