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Alistair Cunningham
We’re delighted to announce we’ve been shortlisted for the Professional Adviser Awards 2019 in the category of Adviser Firm of the Year – South East (which we have won or been shortlisted in since 2012). The awards are highly competitive, and based on a written case study submission along with details of this firm’s systems and processes.
The ultimate winner of the award will be announced at a black tie event in The Brewery in London in February.
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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.
