Alistair Cunningham

Chartered Financial Planner

Alistair was one of the founding directors of Wingate Financial Planning, having initially joined Wingate’s sister company, Wingate Benefit Solutions, in 2005. He specialises in handling more complex client circumstances and cases.

With a focus on owner managed businesses, this has naturally led to expertise in pensions and Alistair gets involved other more involved retirement planning and pension matters, including divorce.

Alistair is a member of the Wingate Investment Committee and is a designated “investment manager” with responsibility for running the firm’s discretionary managed portfolios.

Alistair is a Chartered Financial Planner and Fellow of the Personal Finance Society, as well as a member of the Society of Trust & Estate Practitioners and the Chartered Institute of Taxation. His expert opinions on current issues, especially those related to retirement, investment, and tax planning, are frequently sought after by the trade and retail press.

Qualifications
  • Fellow of the Personal Finance Society
  • Advanced Diploma in Financial Planning (Chartered)
  • CII CF8 – Long Term Care Insurance
  • CII CF9 – Pensions Simplification
  • CII ER1 – Equity Release
  • CII G60 – Pensions
  • CII G10 – Taxation and Trusts
  • CII G30 – Business Financial Planning
  • CII K10 – Retirement Options CII G20 – Personal Investment Planning
  • CII AF3 – Pension Planning
  • CII AF5 – Financial Planning Process
  • CII R08 – Pensions Update
Awards

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