Benefit Solutions

Will we run out of money in our lifetime?

We help you to identify and prioritise your long-term objectives, that will take up your time and money throughout your lifetime.

What are the considerations for long-term care fees?

We provide clear advice so that those involved can make informed decisions, in the knowledge that the individual needing care has the resources to meet the cost of their fees indefinitely.

Who do I trust to look after my family when I’m gone?

We provide advice in managing the investments of a trust and ensure that you meet your obligations and legal duties to give you peace of mind.

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Why Choose Wingate Financial Planning?

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

Our Services

Financial Planning

Care Fees Planning

Trustee Investment

Our Approach

How we develop, implement and manage a financial plan to help you achieve your lifetime goals!

01

We Listen

We help you to clearly define your most important goals.

02

We Enlighten

We demonstrate the chances of achieving your life dreams.

03

We Plan

We identify priorities and recommend actions

04

We Take Action

We take responsibility to ensure your plan is implemented.

05

We Review

We regularly respond to changes to keep you on track

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Our People

Our team of Financial Planners and Advisers are committed to you.

Chartered Financial Planner

Alistair Cunningham

Chartered Financial Planner

Matthew Bond

Financial Planning Adviser

Simon Moore

Are you ready to make informed decisions about your money?

Opinions & Insights

Peter Magliocco

Financial Planning,

25 Sep 2024

Why Staying Invested During Market Volatility Matters

Natalie Harmer

Financial Planning,

16 Sep 2024

How to Spot Scams and Why a Trusted Financial Planner Can Help

Peter Magliocco

Financial Planning,

08 Aug 2024

Social Care Change

Awards & Accreditations

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

Best Adviser Firm ESG

2022

Shortlisted

BEST ESG ADVICE FIRM

2021

Shortlisted

Moneyfacts Retirement Adviser of the Year

2020

Finalist

Professional Adviser Firm of the Year (South East)

2020

Winner

BEST RETIREMENT ADVICE FIRM

2021

Shortlisted

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About Wingate

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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 Wealth Management Limited is registered in England No 6469596.

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