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...

Financial Planning

Best Retirement Adviser and Best Financial Adviser (2018)

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


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Best Retirement Adviser and Best Financial Adviser (2018)

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

Financial Planning

Pension planning for partnerships: three main considerations

We have written on these pages before about the tax efficiency of pensions. Pensions make particularly good planning sense...


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Pension planning for partnerships: three main considerations

We have written on these pages before about the tax efficiency of pensions. Pensions make particularly good planning sense...

Financial Planning

Time to catch-up with your pension planning?

For those that have earnings to support it there are now exactly two months left to make use of...


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Time to catch-up with your pension planning?

For those that have earnings to support it there are now exactly two months left to make use of...

Financial Planning

Wingate recognised as ‘Gold’ Investor in People

Wingate Benefit Solutions and Wingate Financial Planning, an employee benefit consultancy and Chartered Financial Planners, have once again been...


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Wingate recognised as ‘Gold’ Investor in People

Wingate Benefit Solutions and Wingate Financial Planning, an employee benefit consultancy and Chartered Financial Planners, have once again been...

Financial Planning

Double award nomination for Wingate Financial Planning

We’re delighted to hear we are nominated for two awards at the Professional Adviser 2018 awards, presented in February...


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Double award nomination for Wingate Financial Planning

We’re delighted to hear we are nominated for two awards at the Professional Adviser 2018 awards, presented in February...

Financial Planning

Lifetime ISAs: Buy now?

6th April 2017 saw the introduction of Lifetime ISAs in legislation, but three months into the new rules there...


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Lifetime ISAs: Buy now?

6th April 2017 saw the introduction of Lifetime ISAs in legislation, but three months into the new rules there...