Triple Gold Winning Financial Advisers

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Wingate Financial Planning Win Gold Standard for Independent Financial Advice 2012
Wingate Financial Planning Win Gold Standard for Independent Financial Advice 2012

We are proud to announce that Wingate Financial Planning have won the prestigious Gold Standard for Financial Advice for the third consecutive year. The award, was presented in a private ceremony on Wednesday evening at the House of Commons. We were delighted by the assessment of the judges:

Wingate Financial Planning has a crystal clear idea of what clients want and as such develops its processes accordingly. Testament to the strength of this approach is how recent growth has enriched rather than disrupted its proposition to clients. The firm shows an appetite for continual improvement and initiatives such as rolling out a bespoke training scheme is just one example of how it constantly aims for higher standards. A quality Chartered firm with solid processes.

Deborah Benn, Chair of the Judging Panel

In collecting the award, Financial Planning Director, Alistair Cunningham said:

We are delighted to have won this award which is the toughest and most prestigious in our profession. The last twelve months has seen us at our very best, and the successful integration of Francis Townsend & Hayward sees us as one of Surrey’s leading Financial Planning practices.

We would like to give our thanks to all clients of Wingate Financial Planning, as well as the other professionals we frequently work with in providing our services to clients.

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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03 Dec 2024

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