Wingate awarded Best Retirement Adviser 2017

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We’re delighted to announce that Wingate Financial Planning, Surrey’s award winning firm of Chartered Financial Planners, last night won the ‘Best Retirement Adviser 2017’ award.

The award was judged in a multi-stage process: a 2,000 word structured submission, a 250 word summary, followed by an interview in London. In a ceremony last night, Marcus Brigstocke presented the award, saying:

The judges were impressed by the winner’s depth of knowledge on pension issues which enables it to communicate complex ideas in a clear and understandable way. Their evident ability to stay ahead of the curve, embracing the ever-evolving world of pensions would deliver its clients real value

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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