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Wingate Financial Planning Shortlisted for Money Marketing Awards 2025

Alistair Cunningham
Alistair Cunningham

We are delighted to announce that Wingate Financial Planning has been shortlisted in two categories at the Money Marketing Awards 2025:

  • Advice Firm of the Year
  • Best Retirement Advice Firm

These shortlistings reflect our ongoing commitment to delivering high-quality, personalised advice and, in particular, our specialist expertise in helping clients approach and navigate retirement with confidence.

The Money Marketing Awards are among the most respected accolades in UK financial services, recognising excellence, innovation and integrity across the profession. To be named a finalist in two major categories is a proud moment for our firm and a testament to the dedication of our team and the trust our clients place in us.

The winners will be revealed at a black-tie ceremony at The Londoner Hotel in London on 11th September 2025. We are honoured to be among the finalists and look forward to celebrating with others in the profession.

This news follows our recent shortlisting for Adviser Firm of the Year – South East at the Professional Adviser Awards 2025, continuing a proud tradition of recognition for our work since 2012.

We would like to thank our clients and professional connections for their continued support — it remains the foundation of everything we do.

To see the full shortlist, visit moneymarketingawards.co.uk.

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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