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Wingate Financial Planning shortlisted for Retirement and ESG Awards

Peter Magliocco

Wingate Financial Planning, one of the South East’s leading firms of Chartered Financial Planners is very pleased to announce that we have been shortlisted under the “Best ESG Advice Firm” category. This is in addition to “Best Retirement Advisers”, an award we have picked up in previous years.

Over the years we have recognised a growing enthusiasm from our clients for ethical, sustainable and impact investment portfolios, and have expertise in this area. We have accelerated development of our proposition over the past two years, which means we can cater for and advise on ESG with reference to our robust investment process.

The winner of the award will be declared by Money Marketing on 26th September 2021 and we will keep you informed of the results.

Contact the Author

Peter, a Chartered Financial Planner, has been advising on retirement financial planning since 1996. He joined Wingate in 2014 and holds SOLLA accreditation. Peter specialises in providing financial solutions for retirement and is a member of the Personal Finance Society.