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Wingate shortlisted for the Retirement Adviser of the Year at the Investment Life & Pensions Moneyfacts Awards 2023

Alistair Cunningham

We are thrilled to announce that we have been shortlisted for the Retirement Adviser of the Year at the Investment Life & Pensions Moneyfacts Awards 2023.

After the initial process of presenting a comprehensive questionnaire detailing our organisation’s structure, our proficiency, and our service delivery methods, we are now in the second stage.

This stage involves bolstering our nomination with testimonials from satisfied clients and demonstrable proof of our capability to provide a service worthy of accolades.

Our submission will be evaluated by a panel of professionals from the industry, with the final verdict being disclosed at a ceremony in September 2023.

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.

Speak to a Chartered Financial Planner

Wingate is an independent firm of Chartered Financial Planners based in Caterham, Surrey.

Our initial conversation is held at our cost and gives us both the opportunity to decide whether working together is likely to be valuable.

Wingate shortlisted for the Retirement Adviser of the Year at the Investment Life & Pensions Moneyfacts Awards 2023

Contact the Author

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Speak to a Chartered Financial Planner