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Wingate Distinguished in FTAdviser’s Top 100 Financial Advisory Firms of 2023

Alistair Cunningham
Alistair Cunningham

A benchmark of quality and client service

We are pleased to announce that Wingate has secured a position in FTAdviser’s “Top 100 Financial Advisers” of 2023. This recognition serves as a testament to our ongoing commitment to delivering high-quality financial advice.

The criteria: a reflection of the pinnacle of industry success

FTAdviser, in conjunction with ISS Market Intelligence, employed specific criteria for ranking, including client retention, asset growth, and the attainment of industry-recognised qualifications. The details were shared at the Financial Advice Forum, held at the Leonardo Royal Hotel in London.

Recognition of our commitment to excellence: what it means to us

While the Financial Advice Forum serves as the backdrop for the announcement, the real value for us lies in the recognition of our efforts. As our Managing Director commented:

“We’re delighted to be included in FTAdviser’s Top 100. This isn’t just an award; it’s an affirmation of the hard work and high standards that our team consistently upholds.”

For further insights, you can read the original article on the FTAdviser website.

 

Alistair Cunningham

Contact the Author

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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