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Wingate Financial Planning Commended in MoneyFacts Best Tax and Estate Planner

Alistair Cunningham

We’re delighted to share with you, that Wingate Financial Planning, Surrey’s award-winning firm of Chartered Financial Planners were “Commended” in the Moneyfacts Group Good Advice Award in the Best Tax and Estate Planners category.

Financial Planning Director, Steve Trinder, commented “We’re delighted to have been shortlisted, and commended in this prestigious award and believes it highlights our commitment to truly holistic Financial Planning. It is great to seek external validation that what we’re doing is top of our profession”.

Wingate Financial Planning specialise in Financial Planning for senior executives and business owners at, or in, retirement. The nature of our clients is they often require more complex multi-generational planning, and we embrace an excellent working relationship with clients’ other professional advisers, including Solicitors, Accountants and Private Banks.

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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.