Benefit Solutions

  // Open Popup ID 1058 if any element with .header--nav__button
document.querySelectorAll('.header-nav-button').forEach( (el) => {
	el.addEventListener('click', () => {
		bricksOpenPopup(XXX)
	})
})

document.querySelectorAll('.header-nav--parent').forEach(li => {
  const toggle = li.querySelector('.brx-submenu-toggle');
  if (!toggle) return;

  const a = toggle.querySelector('a');
  const button = toggle.querySelector('button');
  if (!a || !button) return;

  // Move the label text into the button (prepend before the SVG)
  const labelText = document.createTextNode(a.textContent);
  button.prepend(labelText);

  // Remove the <a> tag
  a.remove();
});

Awards & Accreditations

One of the first firms to be awarded the prestigious “Chartered Financial Planners” status, we are proud to hold many independent accolades as to our professional excellence.

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

Money Marketing Awards 2023 - Best Retirement Advisers

2023

Shortlisted

Moneyfacts Awards 2023 - Retirement Adviser of the Year

2023

Finalist

Money Marketing Best Retirement Advice Firm

2022

Winner

Money Marketing Best ESG Advice Firm

2022

Shortlisted

Moneyfacts Retirement Adviser of the Year

2022

Finalist

Adviser Firm of the Year – South East

2022

Shortlisted

Best Adviser Website

2022

Shortlisted

Best Adviser FOTY for Vulnerable Client Care

2022

Highly Commended

Best Adviser Firm ESG

2022

Shortlisted

Achieved 'FT Adviser Top 100 Adviser' status for the 4th successive year

2021

Top 100

Best Retirement Advice Firm

2021

Shortlisted

Best ESG Advice Firm

2021

Shortlisted

Investors In People (Platinum)

2021

Accredited

Moneyfacts Retirement Adviser of the Year

2021

Finalist

Moneyfacts Retirement Adviser of the Year

2020

Finalist

Money Marketing Best Retirement Adviser

2020

Finalist

Professional Adviser Firm of the Year (South East)

2020

Winner

Moneyfacts Retirement Adviser of the Year

2019

Finalist

Money Marketing Best Retirement Adviser

2019

Finalist

Best Individual Pensions Advice Firm of the Year Award

2019

Retirement Planner - Winner

FT Adviser Top 100 Financial Advisers

2019

Top 100

Professional Adviser Firm of the Year (South East)

2019

Finalist

FT Adviser Top 100 Financial Advisers

2018

Top 100

Are you ready to make informed decisions about your money?

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.