About Us

We help organisations design, implement and manage their employee benefits to ensure employee engagement is maximised and maintained.

Our Values

Our values underpin how we work with you and how we work with each other.

Teamwork

To be successful we embrace everyone's talents

Providing the very best experience requires teamwork, but this doesn’t happen by accident. We take pride in our diverse team, understand the importance of each individual’s contribution and share talents for everyone’s benefit

Making a difference

We put your needs before our own

We believe doing the simple things consistently well makes a firm exceptional. “Just enough” is not good enough. We seek to anticipate what you need, sometimes before you know you need it

Dependability

We are proud to deliver on our promises

Our guiding principle is to keep the promises we make. We have documented commitments, and we stick to them.

Openness

You want the truth; even when it's uncomfortable

We are honest with each other and our clients, which we expect to be reciprocated. We believe that our most valuable conversations are those which are most difficult.

Continuing Improvement

We seek your views as it makes us better

Just because it is done one way today, doesn’t mean it cannot be done better tomorrow. We do not want our positive recognition to be a reason for complacency.

Compassion

We treat everyone as we like to be treated ourselves

We understand life can present challenges; we take time to listen, understand, and provide the necessary support.

Our Vision

To be the employee benefit consultants of choice for small and medium sized businesses

To work as an extension of your business, increase the impact and value of the benefits provided to your employees thereby increasing their engagement.

To manage and advise on all the benefits a firm offers to ensure these reflect the broader operational and financial objectives for the business.

To deliver value to both employers and employees

We feel a responsibility to not only ensure employee benefits represent excellent value but also that these are managed effectively to deliver the best possible outcomes for the employer and employee.

To get employees to understand and truly engage with their benefits

To manage and advise on all the benefits a firm offers to ensure these reflect the broader operational and financial objectives for the business.

To support organisations in providing benefits which compliment their reward strategy and mean something to their employees

We want companies to stop thinking about benefits as a necessary cost but as a tool that helps motivate as well as attract and retain talent.

Our History

Our heritage dates back over 40 years but our commitment to growth and innovation remains as current as ever

1970
Established as a division of insurance broker
1999
Growth resulted in separate legal entity
2002
Wingate brand identity launched
2004
Purchase of financial services division of Folgate Sharp
2006
Introduced fee-based advice proposition
2008
Acquired Shepherd Herriott Financial Services
2010
Focused exclusively on providing advice to employers and their employees.
2012
Acquired private client business of Francis Townsend & Hayward (Financial Services)
2013
Implemented first auto-enrolment scheme with over 1,500 employees.
2014
Awarded 'Investors in People' Gold Standard
2015
Launched our 'Plusyou' benefit communication platform Won Money Marketing's 'Best Corporate Adviser' award 2015
2016
Finalist in Money Marketing's 'Best Corporate Adviser' and Corporate Adviser's' Corporate Adviser Firm of the year awards 2016
2018
Purchased employee benefit business of PQR Financial Planning
2019
Completed renovation of Caterham head office
2020
Finalist in two Health Insurance & Protection Awards categories: ‘Best Adviser for Group Protection’ and ‘Best Adviser for Group Healthcare’
2020
Finalist in Money Marketing Awards ‘Best Retirement Adviser’ category
2020
Achieved 'FT Adviser Top 100 Adviser' status for the 3rd year successive year (placed 23rd)
2020
Achieved Investor in People's Platinum' accreditation

1970

Established as a division of insurance broker

1999

Growth resulted in separate legal entity

2002

Wingate brand identity launched

2008

Wingate Wealth Management formed as new company, to provide fee-baced Financial Planning

2008

Achieved 'Charterd Financial Planner' status - one of the first firms granted this accolade

2010

Won 'Gold Standard for Independent Financial Advice' for first year

2012

Acquired private client business of Francis Townsend & Hayward (Financial Services)

2014

Awarded 'Investors in People' Gold Standard

2017

Gave evidence in Parliament to the Pensions Select Committee

2019

Completed renovation of Caterham head office

2019

Accredited with the PFS Transfer Gold Standard

Would you like more detail on how we could add value to your employee benefit proposition?