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

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

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 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

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