Established as division of insurance broker.
Growth resulted in separate legal entity.
'Wingate' brand identity launched.
Purchase of financial services division of Folgate Sharp.
Introduced fee-based advice proposition.
Acquired Shepherd Herriott Financial Services.
Focused exclusively on providing advice to employers and their employees.
Acquired Francis Townsend & Hayward (Financial Services).
Implemented first auto-enrolment scheme with over 1,500 employees.
Awarded 'Investors in People' Gold Standard.
Launched our 'Plusyou' benefit communication platformWon Money Marketing's 'Best Corporate Adviser' award 2015
Finalist in Money Marketing's 'Best Corporate Adviser' and Corporate Adviser's' Corporate Adviser Firm of the year awards 2016
Purchased employee benefit business of PQR Financial Planning