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Our Services


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

Financial Planning

We help you to identify and prioritise your long-term objectives, that will take up your time and money throughout your lifetime. We empower you to make informed decisions about your money that will help achieve these 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.

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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