About Us
Our Values
Our values underpin how we work with you and how we work with each other.
Teamwork
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 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
Our guiding principle is to keep the promises we make. We have documented commitments, and we stick to them.
Openness
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
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 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
- 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 private client business of 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
- Completed renovation of Caterham head office
- Finalist in two Health Insurance & Protection Awards categories: ‘Best Adviser for Group Protection’ and ‘Best Adviser for Group Healthcare’
- Finalist in Money Marketing Awards ‘Best Retirement Adviser’ category
- Achieved 'FT Adviser Top 100 Adviser' status for the 3rd year successive year (placed 23rd)
- Achieved Investor in People's Platinum' accreditation
- Won the Cover Excellence in Customer Service award.
- Achieved 'FT Adviser Top 100 Adviser' status for the 4th successive year (placed 11th)
Won “Small Firm of the Year” and “Best Group Risk Adviser” Corporate Adviser Awards.
Would you like more detail on how we could add value to your employee benefit proposition?
