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
This is a question regularly asked by clients when discussing the funding of Long Term Care. When planning for...
By
Matthew Bond
November 14, 2018
This is a question regularly asked by clients when discussing the funding of Long Term Care. When planning for...
Financial Planning
Blogs
Our investment strategies are typically very simple looking to invest in a wide range of investment assets that will...
By
Alistair Cunningham
November 9, 2018
Our investment strategies are typically very simple looking to invest in a wide range of investment assets that will...
Financial Planning
Blogs
The tapered annual allowance is one of the most absurdly complex pieces of pensions legislation I can recall. Conceptually...
By
Alistair Cunningham
October 23, 2018
The tapered annual allowance is one of the most absurdly complex pieces of pensions legislation I can recall. Conceptually...
