Recognised Excellence: Wingate Financial Planning, Chartered Financial Planners, Nominated for ‘Best Retirement Advisers’ 2023 Award

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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 to delivering tailored retirement strategies that ensure long-term financial security for our clients. Throughout the years, we’ve focused on refining our approach and solutions to meet the unique needs of individuals approaching or in retirement. This has enabled us to continue providing high-quality, personalised retirement advice.

The announcement of the winner of this esteemed award is set for the 27th of September 2023 by Money Marketing. We are look forward to sharing the results with you.

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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