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.
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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.

Opinions & Insights

30 Apr 2021

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 Advisors are committed to you.

Are you ready to make informed decisions about your money?

Awards & Accreditations

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

Professional Adviser Firm of the Year (South East)

Winner

Moneyfacts Retirement Adviser of the Year

Finalist

FT Adviser Top 100 Financial Advisers

Top 100

Moneyfacts Retirement Adviser of the Year

Finalist

Professional Adviser Firm of the Year (South East)

Finalist

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