Author: Alistair Cunningham

Wingate Financial Planning, one of Surrey’s leading firms of Chartered Financial Planners is delighted to announce we have been...

How do the pension tapered annual allowance changes affect me? High level summary If you have not ‘flexibly accessed’...

What Do I Do When My Financial Adviser Can’t Cope The financial press have seen what appears to be...

National Savings & Investment Rates It was announced recently that National Savings & Investment rates are going to fall...

Wingate Financial Planning were awarded the prestigious Adviser Firm of the Year (South East) trophy at the 2020 Professional...

It was a strong quarter for global stock markets, with the US seeing its best yearly gain since 2013...

CGT Changes: Entrepreneur’s Relief Subject To Change? There was much discussion before the General Election that individuals may consider...

Are too many people transferring from their DB pensions? The demand for defined benefit (DB, sometimes known as final...

We are delighted to announce that Wingate Financial Planning have been shortlisted for the Professional Adviser Awards 2020 (which...

Pension Death Benefits for Vulnerable Beneficiaries The pension freedoms that were introduced in April 2015 improved the death benefits...

Death of the Retirement Annuity When retirement approaches, this often brings into focus what regular income and possible one-off...

Wingate Listed in the ‘Top 100 Financial Advisers’ for a 2nd Year in a Row We are delighted to...