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Wingate Financial Planning Shortlisted for Professional Adviser Awards 2025: Adviser Firm of the Year – South East

Alistair Cunningham
Alistair Cunningham

We are thrilled to announce that Wingate Financial Planning has been shortlisted for the Professional Adviser Awards 2025 in the prestigious category of Adviser Firm of the Year – South East. This recognition continues our proud tradition of entering the most prestigious awards, since 2012.

The awards, now celebrating their 20th year, are among the most competitive in the industry. They evaluate firms based on written case studies, detailing exceptional client care, innovative systems and processes, and overall contributions to the financial planning profession.

The winners will be announced at a black-tie event at The Brewery in London on 19th March. We are honoured to stand alongside other outstanding firms in the region, showcasing the strength and dedication of the financial advice industry across the UK.

We will issue further updates as we look forward to the awards evening and celebrating with our peers.

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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