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Wingate Financial Planning win MoneyFacts Best Tax and Estate Planner

Alistair Cunningham
Alistair Cunningham
Wingate Financial Planning win MoneyFacts Best Tax and Estate Planner
Wingate Financial Planning win MoneyFacts Best Tax and Estate Planner

We’re delighted to share with you, that Wingate Financial Planning, Surrey’s multi award-winning firm of Chartered Financial Planners won the Moneyfacts Group Good Advice Award in the Best Tax and Estate Planners category for 2012, having been commended in 2011.

Financial Planning Director, Alistair Cunningham, commented “We’re delighted to have won this prestigious award, which recognises our commitment to excellence in all areas of Financial Planning. It is great to seek external validation that what we’re doing is top of our profession”.

The Wingate group of companies are one of the largest independent, full advice practices in Surrey, and Wingate Financial Planning specialises in Wealth Management 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 a good working relationship with their other professional advisers, including Solicitors, Accountants and Private Banks. Details of our professional accreditations, which believe are unrivalled, can be viewed here, alongside the other accolades we received in 2012.

Alistair Cunningham

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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.

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