Financial Planning Services | Our History | Chartered Financial Planner UK

1970

Established as division of insurance broker

1999

Growth resulted in separate legal entity

2002

Wingate brand identity launched

2008

Wingate Wealth Management formed as new company, to provide fee-based Financial Planning

2008

Achieved 'Chartered Financial Planner' status - one of the first firms granted this accolade

2009

Adopted innovative cashflow planning software

2010

Won 'Gold Standard for Independent Financial Advice' for first year

2012

Acquired private client business of Francis Townsend & Hayward (Financial Services)

2014

Awarded 'Investors in People' Gold Standard

2017

Gave evidence in Parliament to the Pensions Select Committee

2019

Completed renovation of Caterham head office

2019

Accredited with the PFS Transfer Gold Standard

Our Values

Our values underpin how we do work with you and how we work with each other.

Teamwork

Making a difference

Dependability

Openness

Continuing Improvement

Compassion