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Awards & Accreditations

One of the first firms to be awarded the prestigious “Chartered Financial Planners” status, we are proud to hold many independent accolades as to our professional excellence.

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Shortlisted

Money Marketing Awards 2023 - Best Retirement Advisers

2023

Finalist

Moneyfacts Awards 2023 - Retirement Adviser of the Year

2023

Winner

Money Marketing Best Retirement Advice Firm

2022

Shortlisted

Money Marketing Best ESG Advice Firm

2022

Finalist

Moneyfacts Retirement Adviser of the Year

2022

Shortlisted

Adviser Firm of the Year – South East

2022

Shortlisted

Best Adviser Website

2022

Highly Commended

Best Adviser FOTY for Vulnerable Client Care

2022

Shortlisted

Best Adviser Firm ESG

2022

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Wingate Financial Planning is a trading name of Wingate Wealth Management Ltd which is authorised and regulated by the Financial Conduct Authority. FCA Registration No: 478923. Wingate Wealth Management Limited is registered in England No 6469596.

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