About Us

We are multi-award winning Chartered Financial Planners who care deeply about helping clients understand and fulfil their lifetime aspirations.

Established in 2008 to offer a different approach to financial advice, focused on an individual’s personal goals rather than the sale of a policy. We are proud to hold many ‘firsts’

We seek to inspire confidence and loyalty in our clients through the peace of mind they have a plan for the future which is regularly reviewed and adjusted.

Our Values

Our values underpin how we work with you and each other

Teamwork

To be successful we embrace everyone's talents

Providing the very best experience requires teamwork, but this doesn’t happen by accident. We take pride in our diverse team, understand the importance of each individual’s contribution and share talents for everyone’s benefit

Making a difference

We put your needs before our own

We believe doing the simple things consistently well makes a firm exceptional. “Just enough” is not good enough. We seek to anticipate what you need, sometimes before you know you need it

Dependability

We are proud to deliver on our promises

Our guiding principle is to keep the promises we make. We have documented commitments, and we stick to them.

Openness

You want the truth; even when it's uncomfortable

We are honest with each other and our clients, which we expect to be reciprocated. We believe that our most valuable conversations are those which are most difficult.

Continuing Improvement

We seek your views as it makes us better

Just because it is done one way today, doesn’t mean it cannot be done better tomorrow. We do not want our positive recognition to be a reason for complacency.

Compassion

We treat everyone as we like to be treated ourselves

We understand life can present challenges; we take time to listen, understand, and provide the necessary support.

Our Vision

To be the leading firm of Chartered Financial Planners in the south east, by providing a valued long-term service

To inspire confidence and loyalty

To support thoughts and understanding about financial and non-financial goals and then help families make informed decisions with a long-term strategic plan at the heart of what we do.

To give peace of mind for the future

To develop open and trusted relationships which support you and your family.

To regularly review and update

To commit to structured contact to ensure we anticipate and react to changes as life, legislation and goals evolve.

To dedicate our team and time

To limit the number of families our teams work with to ensure the closest possible relationships and ability to spend as much time as required.

Our History

Our heritage dates back over 40 years but our commitment to growth and innovation remains as current as ever

1970

Established as a division of insurance broker

1999

Growth resulted in separate legal entity

2002

Wingate brand identity launched

2008

Wingate Wealth Management formed as new company, to provide fee-baced Financial Planning

2008

Achieved 'Charterd Financial Planner' status - one of the first firms granted this accolade

2010

Won 'Gold Standard for Independent Financial Advice' for first year

2012

Acquired private client business of Francis Townsend & Hayward (Financial Services)

2014

Awarded 'Investors in People' Gold Standard

2017

Gave evidence in Parliament to the Pensions Select Committee

2019

Completed renovation of Caterham head office

2019

Accredited with the PFS Transfer Gold Standard

1970
Established as a division of insurance broker
1999
Growth resulted in separate legal entity
2002
Wingate brand identity launched
2008
Wingate Wealth Management formed as new company, to provide fee-based Financial Planning
2008
Achieved 'Chartered Financial Planner' status - one of the first firms granted this accolade
2009
Adopted innovative cash flow planning software
2010
Won 'Gold Standard for Independent Financial Advice' for first year
2012
Acquired private client business of Francis Townsend & Hayward (Financial Services)
2014
Awarded 'Investors in People' Gold Standard
2017
Gave evidence in Parliament to the Pensions Select Committee
2019
Completed renovation of Caterham head office
2019
Accredited with the PFS Transfer Gold Standard
2020
Winner of Professional Advisers ‘Adviser Firm of the Year (South East)’ award
2020
Achieved ‘FT Adviser Top 100 Adviser’ status for the 3rd year successive year (placed 23rd)
2020
Achieved Investor in People’s ‘Platinum’ accreditation
2021
Achieved 'FT Adviser Top 100 Adviser' status for the 4th successive year (placed 11th)

Are you ready to make informed decisions about your money?