Financial Planning

Why do Wingate Financial Planning enter awards?

I have been asked on several occasions why Wingate Financial Planning spend so much time entering awards.  There are...


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Why do Wingate Financial Planning enter awards?

I have been asked on several occasions why Wingate Financial Planning spend so much time entering awards.  There are...

Financial Planning

Wingate shortlisted for the Retirement Adviser of the Year at the Investment Life & Pensions Moneyfacts Awards 2019

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 2019

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

Financial Planning

The Tapered Annual: counter-intuitive and counter-productive?

The annual allowance is the greatest sum that can be paid into a pension without recovery tax charges. For...


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The Tapered Annual: counter-intuitive and counter-productive?

The annual allowance is the greatest sum that can be paid into a pension without recovery tax charges. For...

Financial Planning

Wingate shortlisted for the Best Individual Pensions Advice Firm of the Year Award at the Retirement Planner Awards 2019

We are delighted to be short-listed for the Best Individual Pensions Advice Firm of the Year Award at the...


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Wingate shortlisted for the Best Individual Pensions Advice Firm of the Year Award at the Retirement Planner Awards 2019

We are delighted to be short-listed for the Best Individual Pensions Advice Firm of the Year Award at the...

Financial Planning

Pension Freedoms: Five Years On

It is five years since George Osborne stood up in the House of Commons and declared Let me be...


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Pension Freedoms: Five Years On

It is five years since George Osborne stood up in the House of Commons and declared Let me be...

Financial Planning

The secret fees wealth managers, discretionary fund managers, and stockbrokers may be charging

It is a sad fact of investment management that the fees investors pay are inherently opaque. There have been...


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The secret fees wealth managers, discretionary fund managers, and stockbrokers may be charging

It is a sad fact of investment management that the fees investors pay are inherently opaque. There have been...

Financial Planning

2018/19 Tax-year end: What are the things I might want to do?

Maximise pension tax relief: It is possible to get tax relief between 40%-60% if you earn over £46,350. Tax...


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2018/19 Tax-year end: What are the things I might want to do?

Maximise pension tax relief: It is possible to get tax relief between 40%-60% if you earn over £46,350. Tax...

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...