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  • About us

    Wingate Financial Planning is an award-winning firm of Chartered Financial Planners based in Caterham, Surrey helping individuals to understand and achieve their lifetime financial goals.

    We work with you to create a financial plan which we implement and regularly review to ensure you remain on track.

    Our advice can cover all aspects of your financial world.
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  • Recent Articles

    • Boost Pension Drawdown Income by up to 20%
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    • HMRC change stance on commission rebates – income tax to be levied from 6th April 2013
    • Fixed Protection 2014 and Personalised Protection feature in Chancellor’s Budget
    • Not a bad budget for business owners
    • Some predictions for today’s Chancellor’s Budget
    • Chartered Financial Planners status maintained for the fifth consecutive
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Wingate Financial Planning is a trading name of Wingate Wealth Management Ltd which is authorised and regulated by the Financial Conduct Authority. FCA Registration No: 478923 .

Wingate Financial Planning is registered in England No 6469596. Registered office: Quadrant House, 61/65 Croydon Road, Caterham, Surrey CR3 6PB

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