Best Retirement Adviser and Best Financial Adviser (2018)

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 (2018)” and also “Best Financial Adviser (2018)”

The next stage in the process is an in depth interview which was completed this month in front of a panel of six judges, and we will keep you informed of the results, which are announced in June 2018.

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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03 Dec 2024

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