Our History


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

1970

Established as 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 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