Our History
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
Established as a 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 platform Won 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