Wingate Financial Planning has been awarded the Investors in People Gold standard

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Wingate Financial Planning has been awarded the Investors in People Gold standard, joining the top 7% of accredited organisations across the UK who believe in realising the potential of their people.

Wingate Financial Planning was established in 2008 and is an award winning firm of Chartered Financial Planners based in Caterham, Surrey who help individuals understand and achieve their lifetime financial goals. Our team of twenty personnel work with clients to create a financial plan which we implement and regularly review to ensure they remain on track.

Investors in People is the UK’s leading accreditation for business improvement through people management, and provides a wealth of resources for businesses to innovate, improve and grow, with a focus on good people making great business.

We’d like to congratulate Wingate Financial Planning on their Gold standard. Such a high level of accreditation is the sign of great people management practice, and demonstrates a commitment to staff development and shows an organisation committed to being the very best it can be. Wingate Financial Planning should be extremely proud of their achievement.

Paul Devoy, Head of Investors in People

Commenting on the award, Ben Clarke, Managing Director said

We are delighted to have been awarded this accolade which not only recognises our commitment to the learning and development of our people but also the importance of involving everyone within the business in defining and delivering our business strategy whilst understanding the importance of a work-life balance.

For more information about Investors in People please visit

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26 Apr 2024

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