Wingate Financial Planning were awarded the prestigious Adviser Firm of the Year (South East) trophy at the 2020 Professional Adviser Awards, which recognises excellence across adviser firms, providers, platforms and asset managers.

It’s fantastic we are able to put on these awards to identify, honour and celebrate all the very best from our readers the financial adviser community.

We are proud that so many financial advice firms took the time and effort to return our detailed case study – kindly provided and created by CISI head of financial planning Jacqueline Lockie. They gave our set of committed judges a tough enough time picking the winners.

Professional Adviser editor Tom Ellis

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