Contact Us

Awards & Accreditations

One of the first firms to be awarded the prestigious “Chartered Financial Planners” status, we are proud to hold many independent accolades as to our professional excellence.

See Awards
Winner

Professional Adviser Awards 2025: Adviser Firm of the Year – South East

2025

Top 100

FT Adviser Top 100 Financial Advisers

2024

Shortlisted

Money Marketing Best Retirement Advice Firm

2024

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

Shortlisted

Money Marketing Best ESG Advice Firm

2022

Finalist

Moneyfacts Retirement Adviser of the Year

2022

Shortlisted

Adviser Firm of the Year – South East

2022

Are you ready to make informed decisions about your money?

Contact Us

Get in Touch

Footer Contact Form

Please refer to our Privacy Statement to see how we use your personal information.

 

About Wingate

Useful Links

Register for Updates

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.

  • Quadrant House, 61/65 Croydon Road, Caterham, Surrey CR3 6PB

All Rights Reserved © 2021 · Wingate Wealth Management Limited · Website by e-innovate