Best Retirement Adviser 2020 Shortlist

NOTE: This post is more than 12 months old, and the information contained within may no longer be accurate.

Wingate Financial Planning, one of Surrey’s leading firms of Chartered Financial Planners is delighted to announce we have been shortlisted as one of Money Marketing’s candidates for “Best Retirement Adviser“.

The next stage in the process is an in depth judging process taking place in April, and we will keep you informed of the results, which are announced in June 2020.

Contact the Author

Alistair, a founding director of Wingate Financial Planning, specialises in complex client cases, particularly owner-managed businesses, pensions, and retirement planning. He is a member of the Wingate Investment Committee and a Chartered Financial Planner, Fellow of the Personal Finance Society, and member of STEP and the Chartered Institute of Taxation.

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