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Wingate Financial Planning Shortlisted for Investment Adviser of the Year at the ILP Moneyfacts Awards 2025

Alistair Cunningham
Alistair Cunningham

We are pleased to confirm that Wingate Financial Planning has been shortlisted for the Investment Life & Pensions Moneyfacts Awards 2025 in the category of Investment Adviser of the Year.

This recognition focuses on the quality of our investment advice—an area where we’ve continued to invest in process, governance and research, without losing sight of individual client needs. Our approach supports those at or near retirement, where consistency, cost control, and suitability are paramount.

This shortlisting reflects what we’ve quietly focused on for years: well-researched, cost-conscious investment advice that supports real people through retirement. Our investment ethos is robust but flexible, with clear governance, independent input, and enough room to accommodate legacy holdings or specific preferences. It’s good to see recognition for doing the job properly, not just loudly.

— Alistair Cunningham, Financial Planning Director

The winners will be announced on Wednesday 24th September 2025 at the London Hilton on Park Lane. We look forward to the evening and to seeing the range of firms recognised for high standards in financial services.

The full shortlist is available via the Moneyfacts Group 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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