Financial Planning

2020 July Economic Review

Global stock markets rebounded over the second quarter owing to government support measures during the COVID-19 pandemic and an...


2020 July Economic Review

Global stock markets rebounded over the second quarter owing to government support measures during the COVID-19 pandemic and an...

Financial Planning

Why employers with Group Personal Pensions should reconsider their default assumption that lifestyling to annuity is appropriate

Here I explain the reasons why lifestyling to an annuity may not be appropriate in 2020.


Why employers with Group Personal Pensions should reconsider their default assumption that lifestyling to annuity is appropriate

Here I explain the reasons why lifestyling to an annuity may not be appropriate in 2020.

Financial Planning

The problem with a dividend income strategy in retirement (video)

Here Alistair Cunningham explains why a ‘total return’ strategy is superior to a dividend income strategy.


The problem with a dividend income strategy in retirement (video)

Here Alistair Cunningham explains why a ‘total return’ strategy is superior to a dividend income strategy.

Financial Planning

Am I getting the best advice on my defined benefit pension transfer?

There has been a lot of press coverage in June over our regulator (The FCA) clamping down on issues...


Am I getting the best advice on my defined benefit pension transfer?

There has been a lot of press coverage in June over our regulator (The FCA) clamping down on issues...

Financial Planning

Wingate shortlisted for the Retirement Adviser of the Year at the Investment Life & Pensions Moneyfacts Awards 2020

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


Wingate shortlisted for the Retirement Adviser of the Year at the Investment Life & Pensions Moneyfacts Awards 2020

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

Financial Planning

Where is the safest place to put my cash deposits?

Over the longer term, cash deposits will tend to be eroded, and for those willing to take some risk...


Where is the safest place to put my cash deposits?

Over the longer term, cash deposits will tend to be eroded, and for those willing to take some risk...

Financial Planning

Should I defer my self-employed tax liabilities under the CV support offered by HMRC? (video)

There are schemes to defer both the payment of VAT and income tax (under self-assessment), this video explains the...


Should I defer my self-employed tax liabilities under the CV support offered by HMRC? (video)

There are schemes to defer both the payment of VAT and income tax (under self-assessment), this video explains the...

Financial Planning

2020 April Economic Review

Stock markets fell across the board over the quarter due to the COVID-19 pandemic Economic activity dropped as lockdown...


2020 April Economic Review

Stock markets fell across the board over the quarter due to the COVID-19 pandemic Economic activity dropped as lockdown...

Financial Planning

How Wingate have adapted to Financial Planning under the Coronavirus

How Wingate have adapted to Financial Planning under the Coronavirus The Coronavirus continues to have a huge human impact...


How Wingate have adapted to Financial Planning under the Coronavirus

How Wingate have adapted to Financial Planning under the Coronavirus The Coronavirus continues to have a huge human impact...

Financial Planning

Best Retirement Adviser 2020 Shortlist

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


Best Retirement Adviser 2020 Shortlist

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

Financial Planning

How do the pension tapered annual allowance changes affect me?

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


How do the pension tapered annual allowance changes affect me?

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

Financial Advice

What Do I Do When My Financial Adviser Can’t Cope

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


What Do I Do When My Financial Adviser Can’t Cope

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