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.
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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