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.

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

Our People

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

Financial Planning Adviser

Kevin Hains

Financial Planning Adviser

Simon Moore

Financial Planner

Luke Harris

Chartered Financial Planner

Peter Magliocco

Chartered Financial Planner

Matthew Bond

Financial Planner

Will Worlsey

Financial Planning Adviser

Paul Stevens

Chartered Financial Planner

Alistair Cunningham

Are you ready to make informed decisions about your money?

Opinions & Insights

Will Worsley

Financial Planning,

13 Jan 2025

The Magic of Time: Unlocking the Power of Long-Term Investing

Alistair Cunningham

Economic Reviews,

03 Dec 2024

2024 Quarter 3: Economic Review

Alistair Cunningham

Financial Planning, Awards & Accreditations,

28 Nov 2024

Wingate Financial Planning Shortlisted for Professional Adviser Awards 2025: Adviser Firm of the Year – South East

Awards & Accreditations

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

Moneyfacts Retirement Adviser of the Year

2019

Finalist

Investors In People (Platinum)

2021

Accredited

Money Marketing Best ESG Advice Firm

2022

Shortlisted

FT Adviser Top 100 Financial Advisers

2024

Top 100

FT Adviser Top 100 Financial Advisers

2018

Top 100

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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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