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Alistair Cunningham
We are delighted to be short-listed for the Retirement Adviser of the Year at the Investment Life & Pensions Moneyfacts Awards 2021.
Having already submitted an in depth questionnaire providing details of our organisation, our expertise and how we deliver our services.
The second stage requires us to support our nomination with client testimonials and evidence of our ability to deliver an award-winning service.
Our entry will be judged by a panel of industry experts with the final result being announced in a ceremony in September 2021.
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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.
