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As Good As Gold – Twice

Alistair Cunningham
Alistair Cunningham

We are proud to announce that Wingate Financial Planning have won the prestigious Gold Standard for Financial Advice for the second consecutive year. The award, which is presented at the House of Commons was presented in a private ceremony on Thursday.

We were delighted by the assessment of the judges:

There is a real integrity in the way this company does business. It starts from the base of ‘what’s best for clients?’ and everything else follows from there. It exemplifies how a small company can deliver a high quality of service to its client base by focusing on their needs. The processes throughout the company are clear, its proposition to its clients is clear, and the on-going commitment to staff training is very impressive.

Wingate offers a simple, value for money advice that does not compromise the client. An excellent company. This company is strong in all areas of its business and is a worthy recipient of a Gold Standard.

Lawrence Gosling – Lawrence Gosling, chair of the Gold Standards Judging Panel

In collecting the award, Financial Planning Director Alistair Cunningham said:

 We are delighted to have won this award which is the toughest and most prestigious in our profession. As a team we’re continually striving to improve ourselves. The judges’ comments are a great tribute and a validation that we’re doing the best for our clients.

Alistair Cunningham

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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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