We are delighted to announce that Wingate Financial Planning have been shortlisted for the Professional Adviser Awards 2020 (which we have won or been shortlisted in since 2012).

The results of the awards will be determined by independent judging panels composed of an appropriate mix of financial advisers, business consultants, fund researchers, platform specialists and other financial services sector experts. All panels will be chaired by Professional Adviser News Editor, Tom Ellis.

The ultimate winner of the award will be announced at a black tie event in London in February.

Opinions & Insights

Hello Lifetime ISA, Goodbye Pensions…

The Lifetime ISA which was introduced in the Budget on March 16th 2016 is so niche as to be initially of very little interest to most people. Contributions are restricted to £4,000 per annum, applicants must be under 40 and will find their ISA savings are restricted until either they purchase a first home (capped at £450,000), reach the age of 60, or on payment of a tax penalty if they withdraw it earlier. Read more →

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