Wingate Listed in the ‘Top 100 Financial Advisers’ for a 2nd Year in a Row

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Wingate Listed in the ‘Top 100 Financial Advisers’ for a 2nd Year in a Row

We are delighted to announce that Wingate has been listed as one of the ‘Top 100 Financial Advice Firms’ for the 2nd year in a row. This substantial recognition is published in the FTAdviser which is one of the most recognised accreditations in our industry.

The achievement is a direct reflection on the level of dedication our team places on helping clients with their financial planning & financial freedom strategies.

We were one of the highest placed Chartered Financial Planning firms, who are also independent. Typically recognition had been given to much larger companies. However, over the last few years the FTAdviser has changed the way in which the list is curated, paving the way for more specialist companies to gain a place on this esteemed shortlist.

In order to be considered for this award, companies must be judged on the following criteria:

  • The level of investment wealth looked after for clients
  • The value of new client assets introduced to the firm
  • The length of time the firm has been in business
  • The number of advisers employed
  • The retention of existing clients
  • The investment performance of the solutions delivered to our clients

Upon accepting the award, Ben Clarke (Managing Director at Wingate) said:

“At Wingate we strive to improve our services year on year so that our clients continue to benefit from our care and commitment. We are so proud of the hard work of our financial planning team and the results that are being seen by our clients.”

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26 Apr 2024

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