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Professional Excellence

The awards listed here represent just a few of those we have won over the years, for more details please get in contact.

Recent Awards & Accreditations

Money Marketing Best Retirement Advice Firm

2025
Winner

Professional Adviser Awards 2025: Adviser Firm of the Year – South East

2025
Winner

FT Adviser Top 100 Financial Advisers

2024
Top 100

Money Marketing Best Retirement Advice Firm

2024
Shortlisted
All Awards & Accreditations

Recent Case Studies

Financial Planning

Reducing Inheritance Tax While Retaining Control for George and Julie Morrison

Financial Planning

Tax-Efficient Income Strategy & Cashflow Planning for James and Mary O’Donovan

Financial Planning

Pension Options & Tax-Free Cash Strategy for Nick and Diana Pride

Meeting Lifetime Needs While Protecting Legacy for Edward and Gemma Browne

All Case Studies

Are you ready to make informed decisions about your money?

Contact Us

Speak to a Chartered Financial Planner

Wingate is an independent firm of Chartered Financial Planners based in Caterham, Surrey.

Our initial conversation is held at our cost and gives us both the opportunity to decide whether working together is likely to be valuable.

Contact us to arrange an initial conversation.

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