Why Choose Wingate Financial Planning?

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.

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.

Our Values

Our values underpin how we work with you and each other.

Teamwork

Making a difference

Dependability

Openness

Continuing Improvement

Compassion

Awards & Accreditations

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

Our Vision

To be the leading firm of Chartered Financial Planners in the south east

By delivering an exceptional service, profitably grow our business, be regarded as innovators by our peers, whilst embracing our values.

Recent Opinions and Insights

Financial Planning
Blogs

Wingate Financial Planning awarded the Pension Transfer Gold Standard

We are pleased to announce that we have been accredited with the Pension Transfer Gold Standard by the Personal...

ByAlistair Cunningham
September 10, 2019

Financial Planning
Blogs

Wingate Financial Planning awarded the Pension Transfer Gold Standard

We are pleased to announce that we have been accredited with the Pension Transfer Gold Standard by the Personal...

Financial Planning
Blogs

What should I do with my ex-Equitable Life Pension (to be Utmost)?

Equitable Life has recently gone through an exercise where it wrote to all its existing policy holders to outline...

ByAlistair Cunningham
September 10, 2019

Financial Planning
Blogs

What should I do with my ex-Equitable Life Pension (to be Utmost)?

Equitable Life has recently gone through an exercise where it wrote to all its existing policy holders to outline...

Financial Planning

Wingate complete renovation of office in Quadrant House, Caterham, Surrey

The Wingate Group of companies is proud to announce completion of the renovation of its head offices in Caterham,...

ByBen Clarke
August 21, 2019


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Blogs

Wingate complete renovation of office in Quadrant House, Caterham, Surrey

The Wingate Group of companies is proud to announce completion of the renovation of its head offices in Caterham,...

Get in touch

Please select the enquiry type which most closely matches your planning need to be directed to the correct member of our dedicated team


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Ian Warrilow

Financial Planner

Matthew Bond

Financial Planner

Peter Magliocco

Financial Planner

Alistair Cunningham

Financial Planner

Ian Warrilow

Financial Planner

Simon Moore

Financial Planner

Heather Reid

PA to Managing Director

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