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...

Financial Planning

National Savings & Investment Rates

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


National Savings & Investment Rates

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

Financial Planning

Wingate Win Professional Adviser Awards 2020

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


Wingate Win Professional Adviser Awards 2020

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

Financial Planning

2020 January Economic Review

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


2020 January Economic Review

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

Financial Planning

CGT Changes: Entrepreneur’s Relief Subject To Change?

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


CGT Changes: Entrepreneur’s Relief Subject To Change?

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

Financial Planning

Are too many people transferring from their DB pensions?

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


Are too many people transferring from their DB pensions?

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

Financial Planning

Professional Adviser Awards 2020

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


Professional Adviser Awards 2020

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

Financial Advice

Pension Death Benefits for Vulnerable Beneficiaries

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


Pension Death Benefits for Vulnerable Beneficiaries

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

Financial Planning

Death of the Retirement Annuity

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


Death of the Retirement Annuity

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

Our Services

Wingate Listed in the ‘Top 100 Financial Advisers’ for a 2nd Year in a Row

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


Wingate Listed in the ‘Top 100 Financial Advisers’ for a 2nd Year in a Row

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