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Professional Excellence

The awards listed here represent just a few of those we have won over the years, for more details please get in contact.
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Recent Awards & Accreditations

Shortlisted

Money Marketing Awards 2023 - Best Retirement Advisers

2023

Finalist

Moneyfacts Awards 2023 - Retirement Adviser of the Year

2023

Winner

Money Marketing Best Retirement Advice Firm

2022

All Awards & Accrediations

Recent Case Studies

  • Financial Planning

Planning for the future: Sean and Amanda Ackroyd

Peter helps individuals to build a robust financial plan that highlights the most efficient way to achieve their lifetime goals, and the steps they should take along the way to maximise their chances of arriving where they want to be.
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Wingate Financial Planning is a trading name of Wingate Wealth Management Ltd which is authorised and regulated by the Financial Conduct Authority. FCA Registration No: 478923. Wingate Wealth Management Limited is registered in England No 6469596.

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