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Awards & Accreditations

One of the first firms to be awarded the prestigious “Chartered Financial Planners” status, we are proud to hold many independent accolades as to our professional excellence.

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Top 100

Achieved 'FT Adviser Top 100 Adviser' status for the 4th successive year

2021

Shortlisted

BEST RETIREMENT ADVICE FIRM

2021

Shortlisted

BEST ESG ADVICE FIRM

2021

Accredited

Investors In People (Platinum)

2021

Finalist

Moneyfacts Retirement Adviser of the Year

2021

Finalist

Moneyfacts Retirement Adviser of the Year

2020

Finalist

Money Marketing Best Retirement Adviser

2020

Winner

Professional Adviser Firm of the Year (South East)

2020

Finalist

Moneyfacts Retirement Adviser of the Year

2019

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Wingate Financial Planning is a trading name of Wingate Wealth Management Ltd which is authorised and regulated by the Financial Conduct Authority. FCA Registration No: 478923. Wingate Wealth Management Limited is registered in England No 6469596.

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