What does my financial future look like?
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.
We develop, implement and manage a financial plan to help you achieve your lifetime goals.!
Our team of Financial Planners and Advisers are committed to you.
Our values underpin how we work with you and each other.
We are proud to have been independently recognised in what we do and how we do it.
FT Adviser Top 100 Financial Advisers 2020
2020
Retirement Adviser of the Year (2020)
2020
(Finalists)
Best Retirement Adviser (2020)
2020
(Money Marketing – Finalists)
Adviser Firm of the Year (South East) 2020
2020
(Professional Adviser – Winner)
Retirement Adviser of the Year
2019
(Moneyfacts – Finalist)
Best Retirement Adviser
2019
(Money Marketing – Finalist)
Best Individual Pensions Advice Firm of the Year Award
2019
(Retirement Planner – Winner – London, the South East and East Anglia)
FT Adviser Top 100 Financial Advisers 2019
2019
FT Adviser Top 100 Financial Advisers 2018
2018
Adviser Firm of the Year (South East) 2019
2019
(Professional Adviser – Finalist)
By delivering an exceptional service, profitably grow our business, be regarded as innovators by our peers, whilst embracing our values.
Financial Planning
When looking to advise a client on where to invest their money a very important consideration is their ability...
By
Matthew Bond
January 19, 2021
When looking to advise a client on where to invest their money a very important consideration is their ability...
Financial Planning
Blogs
Investing whilst listening to your moral compass or considering your ethical preferences has been around for many years. Friends...
By
Peter Magliocco
January 5, 2021
Investing whilst listening to your moral compass or considering your ethical preferences has been around for many years. Friends...
Financial Planning
Blogs
In summary the Lifetime Allowance (LTA) is the maximum amount that can be accumulated in all pension plans without...
By
Matthew Bond
December 17, 2020
In summary the Lifetime Allowance (LTA) is the maximum amount that can be accumulated in all pension plans without...
