Wingate Financial Planning Shortlisted for Professional Adviser Awards 2025: Adviser Firm of the Year – South East
We are thrilled to announce that Wingate Financial Planning has been shortlisted for the Professional Adviser Awards 2025 in the prestigious category of Adviser Firm of the Year – South East. This recognition continues our proud tradition of entering the most prestigious awards, since 2012. The awards, now celebrating their 20th year, are among the […]
Wingate shortlisted for the Retirement Adviser of the Year at the Investment Life & Pensions Moneyfacts Awards 2023
We are thrilled to announce that we have been shortlisted for the Retirement Adviser of the Year at the Investment Life & Pensions Moneyfacts Awards 2023. After the initial process of presenting a comprehensive questionnaire detailing our organisation’s structure, our proficiency, and our service delivery methods, we are now in the second stage. This stage […]
Recognised Excellence: Wingate Financial Planning, Chartered Financial Planners, Nominated for ‘Best Retirement Advisers’ 2023 Award
Wingate Financial Planning, one of the prominent Chartered Financial Planners in the South East, is delighted to announce that we have been recognised as finalists for the “Best Retirement Advisers” award. This nomination adds to our proud history, having won the award in 2022. Our success in this field is a testament to our dedication […]
Wingate Financial Planning awarded “Best Retirement Advice Firm”
Wingate Financial Planning were awarded the Best Retirement Advice Firm trophy at the 2022 Money Marketing Awards, which recognises the very best advisers and providers the Financial Services sector has to offer. It’s fantastic to have won this award which is testimony to the efforts from all the Wingate Financial Planning team. We continually strive […]
Wingate shortlisted in the Investors in People Awards 2021
Wingate has made the final shortlist for Employer of the Year: Platinum (2-49 headcount) in The Investors in People Awards 2021. In a record-breaking year for entries, with nearly three hundred organisations involved, this is an outstanding achievement and one of which everyone at Wingate is proud. The Investors in People Awards celebrate the very […]
Wingate Financial Planning shortlisted for Retirement and ESG Awards
Wingate Financial Planning, one of the South East’s leading firms of Chartered Financial Planners is very pleased to announce that we have been shortlisted under the “Best ESG Advice Firm” category. This is in addition to “Best Retirement Advisers”, an award we have picked up in previous years. Over the years we have recognised a […]
Wingate shortlisted for the Retirement Adviser of the Year at the Investment Life & Pensions Moneyfacts Awards 2021
We are delighted to be short-listed for the Retirement Adviser of the Year at the Investment Life & Pensions Moneyfacts Awards 2021. Having already submitted an in depth questionnaire providing details of our organisation, our expertise and how we deliver our services. The second stage requires us to support our nomination with client testimonials and evidence of our ability to deliver […]
