Wingate Financial Planning achieves Investors in People’s highest accolade
The award, part of the ‘We Invest in People’ accreditation, is only achieved by 2% of organisations who apply. Investors in People is a standard for people management and offers accreditation to organisations that adhere to its ethics. There are four levels of the award, standard, silver, gold and platinum. Within each of those there […]
Wingate complete renovation of office in Quadrant House, Caterham, Surrey
The Wingate Group of companies is proud to announce completion of the renovation of its head offices in Caterham, Surrey. The Group which comprises two multi-award winning firms; Chartered Financial Planners, Wingate Financial Planning and Employee Benefit Consultancy, Wingate Benefit Solutions has been established in Caterham since 2002. Wingate were one of the first companies […]
Wingate are proud to support the #2point6challenge (video)
Matthew Bond awarded the John C Williams Salver by the North Downs Insurance Institute
Matthew Bond was last week awarded with the John C Williams Salver by the North Downs Insurance Institute. This prestigious award is presented to the institute member who has completed their fellowship and who, in the opinion of the institute, demonstrates themselves to be an outstanding practitioner. This award covers both the financial planning and […]
2019 October Economic Review
Global stock markets were mixed over the quarter, with developed markets faring better than Asia Pacific and the emerging markets The UK economy saw slower economic growth and falling activity in the manufacturing sector The global outlook continues to be mixed, although a trade deal between the US and China would have a positive impact […]
Peter Magliocco achieves full membership of the Society of Later Life Advisers
We are pleased to announce that Peter Magliocco has been approved by the Later Life Accreditation panel and has achieved full membership of the Society of Later Life Advisers (SOLLA). The accreditation process entails two parts. Initially, a written application setting out qualifications, a commitment to maintain ongoing training programme, an assessment of advice delivered […]
Wingate Director Shortlisted for Five Awards
Each year the Financial Adviser search engine, Unbiased have a Media Adviser Awards where they: …celebrate the media advisers featured on unbiased.co.uk’s Bluebook who provide informed comments, case studies and opinions to more than 400 personal finance journalists throughout the year, producing thousands of pieces of positive media promoting the value of independent professional advice, covering […]
Alistair Cunningham of Wingate Financial Planning wins Financial Adviser Award
Alistair Cunningham, Director of Caterham based Wingate Financial Planning, was nominated the winner of the ‘Individual Pensions/SIPP Adviser of the Year’ in the 2011 Financial Adviser Life & Pension Awards 2011. “I am delighted to achieve recognition in this prestigious award category”, said Financial Planning Director, Alistair Cunningham, “The Financial Adviser awards are amongst the […]
