Why Choose Wingate Financial Planning?

Wingate Financial Planning help you understand your lifetime dreams, make informed decisions about your money and  ensure you remain "on track" to achieve your goals.

Our Approach

We develop, implement and manage a financial plan to help you achieve your lifetime goals.

1
We Listen
We help you to clearly define your most important goals.
2
We Enlighten
We demonstrate the chances of achieving your life dreams.
3
We Plan
We identify priorities and recommended actions.
4
We Take Action
We take responsibility to ensure your plan is implemented.
5
We Review
We regularly respond to changes to keep you on track.

Our Values

Our values underpin how we work with you and each other.

Teamwork

Making a difference

Dependability

Openness

Continuing Improvement

Compassion

Awards & Accreditations

We are proud to have been independently recognised in what we do and how we do it.

Our Vision

To be the leading firm of Chartered Financial Planners in the south east

By delivering an exceptional service, profitably grow our business, be regarded as innovators by our peers, whilst embracing our values.

Recent Opinions and Insights

Get in touch

Please select the enquiry type which most closely matches your planning need to be directed to the correct member of our dedicated team


Your message will be sent to:

Kevin Hains

Financial Planner

Peter Magliocco

Financial Planner

Steve Trinder

Financial Planner

Alistair Cunningham

Financial Planner

Kevin Hains

Financial Planner

Matthew Bond

Financial Planner

Ben Clarke

Managing Director

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