What is 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.

How can you help me with my financial goals?

We work with you to create a plan which enables you to achieve financial independence. We then review and maintain this plan to provide you with peace of mind that you have enough resources, and are “on track”.

How much is enough?

We use sophisticated cashflow planning software to model your lifetime income and financial resources. This helps us to make appropriate recommendations that maximise your chances of living the life you want to, without the worries that you could run out of money.

What recommendations will you make?

We help you to make use of your available tax allowances, invest in an efficient manner that seeks to maximise long-term potential returns, whilst keeping control of fluctuations in your investments; all with reference to your objectives and plan.

Case Studies

Planning for the future: Sean and Amanda Ackroyd

Peter helps individuals to build a robust financial plan that highlights the most efficient way to achieve their lifetime goals, and the steps they should take along the way to maximise their chances of arriving where they want to be. Read more →

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.

Contact our dedicated advisers

Alistair Cunningham
Chartered Financial Planner

 01883 332260  Direct: 01883 332275  alistair.cunningham@wingatefp.com

Peter Magliocco
Chartered Financial Planner

 01883 332260  Direct: 01883 332264  peter.magliocco@wingatefp.com

Steve Trinder
Financial Planning Director

 01883 332260  Direct: 01883 332263  steve.trinder@wingatefp.com