Financial Planning

Was I right to transfer my final salary pension?

The decision to transfer from a final salary pension scheme is significant and irreversible. If you are considering this...


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Was I right to transfer my final salary pension?

The decision to transfer from a final salary pension scheme is significant and irreversible. If you are considering this...

Financial Planning

Professional Adviser Awards 2019 Adviser Firm of the Year – South East

We’re delighted to announce we’ve been shortlisted for the Professional Adviser Awards 2019 in the category of Adviser Firm...


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Professional Adviser Awards 2019 Adviser Firm of the Year – South East

We’re delighted to announce we’ve been shortlisted for the Professional Adviser Awards 2019 in the category of Adviser Firm...

Financial Planning

Wingate: Top 100 Financial Advice firm

We are proud to announce that Wingate have been given the accolade of “Top 100 Adviser” by the FTAdviser...


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Wingate: Top 100 Financial Advice firm

We are proud to announce that Wingate have been given the accolade of “Top 100 Adviser” by the FTAdviser...

Financial Planning

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...


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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

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...


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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...

Financial Planning

The loss of free childcare: a 97% marginal rate of tax

Over the years the Government have made changes to help individuals pay for childcare. The latest scheme offers up...


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The loss of free childcare: a 97% marginal rate of tax

Over the years the Government have made changes to help individuals pay for childcare. The latest scheme offers up...

Financial Planning

Wingate: ten successes in ten years

In the ten years since we were established we consider these our ten greatest achievements: Introduced a market-leading client...


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Wingate: ten successes in ten years

In the ten years since we were established we consider these our ten greatest achievements: Introduced a market-leading client...

Financial Planning

Wingate shortlisted for the Retirement Adviser of the Year at the Investment Life & Pensions Moneyfacts Awards 2018

We are delighted to be short-listed for the Retirement Adviser of the Year at the Investment Life & Pensions...


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Wingate shortlisted for the Retirement Adviser of the Year at the Investment Life & Pensions Moneyfacts Awards 2018

We are delighted to be short-listed for the Retirement Adviser of the Year at the Investment Life & Pensions...

Financial Planning

Wingate Financial Planning “Highly Commended” twice at Money Marketing Awards 2018

Last night Wingate Financial Planning were Highly Commended at the Money Market Awards 2018. One of Surrey’s leading firms...


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Wingate Financial Planning “Highly Commended” twice at Money Marketing Awards 2018

Last night Wingate Financial Planning were Highly Commended at the Money Market Awards 2018. One of Surrey’s leading firms...

Financial Planning

What happens to my pension when I reach age 75?

Historically age 75 was an important milestone but this has now largely passed. It used to be a pension...


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What happens to my pension when I reach age 75?

Historically age 75 was an important milestone but this has now largely passed. It used to be a pension...

Financial Planning

Questions to ask a Financial Adviser, Financial Planner or Wealth Manager (2018)

This is the 2018 version of a resource that used to be downloadable from the website. A typeset version...


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Questions to ask a Financial Adviser, Financial Planner or Wealth Manager (2018)

This is the 2018 version of a resource that used to be downloadable from the website. A typeset version...

Financial Planning

What is my State Pension worth?

Confusingly, there is no single answer to this question, but the first consideration is which type of State Pension...


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What is my State Pension worth?

Confusingly, there is no single answer to this question, but the first consideration is which type of State Pension...