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Chartered Financial Planners status maintained for the fifth consecutive

Alistair Cunningham

We are delighted to announce that Wingate Financial Planning have been granted the prestigious Chartered Financial Planners status for the fifth consecutive year. The designation represents the pinnacle of the Financial Planning profession and is set at a level which should be comparable to other similar Chartered qualifications for example Chartered Accountants, Solicitors etc.

The Chartered Financial Planners designation is itself only in its fifth year, and we were one of the first firms to be granted this status. To maintain this designation, which Wingate Financial Planning has demonstrated the management team have an above-average level of qualification, a commitment to professional development and an ethos which puts our clients at the centre of all we do.

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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.