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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.
Financial Planning

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.
Care Fees Planning

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.
Trustee Investment

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.

More About Wingate

Our Services

All Our Services

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 Approach

Our People

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

Are you ready to make informed decisions about your money?

Contact Us

Opinions & Insights

Alistair Cunningham
Alistair Cunningham
Awards & Accreditations, 13 October 2026

Wingate shortlisted for Large Business of the Year at the Surrey Business Awards 2026

Wooden letter tiles spelling “game changer” in a compartmented wooden tray.
Simon Moore
Financial Planning, 10 October 2026

Inheritance tax on pensions and Andy Burnham’s care reforms: What should you be doing?

Matthew Bond
Matthew Bond
Care Fees Planning, 22 September 2026

Can I Give Away My Assets to Avoid Paying Care Fees?

Luke Harris
Financial Planning, 16 September 2026

The Unexciting Part of Building Wealth

All Opinions & Insights

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)

    2020
    Winner

  • Best Retirement Advice Firm

    2021
    Shortlisted

  • Best Individual Pensions Advice Firm of the Year Award

    2019
    Retirement Planner - Winner

  • Moneyfacts Retirement Adviser of the Year

    2020
    Finalist

  • Achieved 'FT Adviser Top 100 Adviser' status for the 4th successive year

    2021
    Top 100

  • Money Marketing Best Retirement Advice Firm

    2025
    Winner
All Awards

Get in Touch

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