Wingate Financial Planning “Highly Commended” twice at Money Marketing Awards 2018

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Last night Wingate Financial Planning were Highly Commended at the Money Market Awards 2018. One of Surrey’s leading firms of Chartered Financial Planners, and already a multi-award winning firm of IFAs, we were originally long-listed from a written submission, and then were interviewed by a panel of industry experts. The two categories we were highly commended in were:

  • Best Retirement Adviser
  • Adviser Firm of the Year

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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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