What does my financial future look like?
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.
We develop, implement and manage a financial plan to help you achieve your lifetime goals.!
Our team of Financial Planners and Advisers are committed to you.
Our values underpin how we work with you and each other.
We are proud to have been independently recognised in what we do and how we do it.
Best Retirement Adviser (2020)
2020
(Money Marketing – Finalists)
Adviser Firm of the Year (South East) 2020
2020
(Professional Adviser – Winner)
Retirement Adviser of the Year
2019
(Moneyfacts – Finalist)
Best Retirement Adviser
2019
(Money Marketing – Finalist)
Best Individual Pensions Advice Firm of the Year Award
2019
(Retirement Planner – Winner – London, the South East and East Anglia)
FT Adviser Top 100 Financial Advisers 2019
2019
FT Adviser Top 100 Financial Advisers 2018
2018
Adviser Firm of the Year (South East) 2019
2019
(Professional Adviser – Finalist)
Paraplanner of the Year
2018
Mohamad Alrayees
(Paraplanner of the Year – Shortlisted)
Adviser Firm of the Year
2018
(Money Marketing – Highly Commended)
By delivering an exceptional service, profitably grow our business, be regarded as innovators by our peers, whilst embracing our values.
Financial AdviceFinancial Planning
Why is a financial Power of Attorney particularly important when in income drawdown? I have previously written about why...
By Matthew Bond
April 8, 2020
Why is a financial Power of Attorney particularly important when in income drawdown? I have previously written about why...
Financial Planning
Blogs
Wingate Financial Planning, one of Surrey’s leading firms of Chartered Financial Planners is delighted to announce we have been...
By Alistair Cunningham
March 20, 2020
Wingate Financial Planning, one of Surrey’s leading firms of Chartered Financial Planners is delighted to announce we have been...
Financial Planning
Blogs
How do the pension tapered annual allowance changes affect me? High level summary If you have not ‘flexibly accessed’...
By Alistair Cunningham
March 13, 2020
How do the pension tapered annual allowance changes affect me? High level summary If you have not ‘flexibly accessed’...
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