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

Is the value of my house included in the Financial Assessment for the funding of Long Term Care?

This is a question regularly asked by clients when discussing the funding of Long Term Care. When planning for...

By Matthew Bond
November 14, 2018

Financial Planning
Blogs

Is the value of my house included in the Financial Assessment for the funding of Long Term Care?

This is a question regularly asked by clients when discussing the funding of Long Term Care. When planning for...

Financial Planning
Blogs

Absolute return funds: frequently costly, rarely working as intended

Our investment strategies are typically very simple looking to invest in a wide range of investment assets that will...

By Alistair Cunningham
November 9, 2018

Financial Planning
Blogs

Absolute return funds: frequently costly, rarely working as intended

Our investment strategies are typically very simple looking to invest in a wide range of investment assets that will...

Financial Planning
Blogs

Earning £150,000 or more? You could be sleepwalking into pension annual allowance tax charges, penalties and an inability to pay them from your fund.

The tapered annual allowance is one of the most absurdly complex pieces of pensions legislation I can recall. Conceptually...

By Alistair Cunningham
October 23, 2018

Financial Planning
Blogs

Earning £150,000 or more? You could be sleepwalking into pension annual allowance tax charges, penalties and an inability to pay them from your fund.

The tapered annual allowance is one of the most absurdly complex pieces of pensions legislation I can recall. Conceptually...

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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