Financial Advice

Top tips to help you get the most from your financial adviser

Top tips to help you get the most from your financial adviser You have made the decision to engage...


Top tips to help you get the most from your financial adviser

Top tips to help you get the most from your financial adviser You have made the decision to engage...

Financial Planning

Life Time Allowance charge – Don’t fall in the traps!

Life Time Allowance charge – don’t fall in the traps! Saving money into a pension is an important way...


Life Time Allowance charge – Don’t fall in the traps!

Life Time Allowance charge – don’t fall in the traps! Saving money into a pension is an important way...

Financial Planning

Pension Scams & How to Avoid Them

Pension Scams & How to Avoid Them The average amount of money lost, by victims of pension fraud in...


Pension Scams & How to Avoid Them

Pension Scams & How to Avoid Them The average amount of money lost, by victims of pension fraud in...

Financial Planning

Lettings Relief Changes: £40,000 due to be withdrawn in April 2020

Lettings Relief Changes: £40,000 due to be withdrawn in April 2020 If you own a second property that you...


Lettings Relief Changes: £40,000 due to be withdrawn in April 2020

Lettings Relief Changes: £40,000 due to be withdrawn in April 2020 If you own a second property that you...

Financial Planning

The value of advice

I have recently been meeting with a raft of new clients who have been referred to Wingate from several...


The value of advice

I have recently been meeting with a raft of new clients who have been referred to Wingate from several...

Financial Planning

3 pots for successful financial planning

Clients often ask me; How much do I need to keep in cash? How much should I invest? How...


3 pots for successful financial planning

Clients often ask me; How much do I need to keep in cash? How much should I invest? How...

Financial Planning

Why reviewing your Will is so important

Relying on an inheritance from a family member is becoming an important part of financial planning for many people....


Why reviewing your Will is so important

Relying on an inheritance from a family member is becoming an important part of financial planning for many people....

Financial Planning

Self-employed – make the most of your profit with a pension

What makes your business successful? The answer is probably, you. This will normally mean that you are hands on...


Self-employed – make the most of your profit with a pension

What makes your business successful? The answer is probably, you. This will normally mean that you are hands on...

Financial Planning

The taxman’s easy numbers for 2019/20

As the end of the tax year approaches let’s look at some of the nice round numbers that the...


The taxman’s easy numbers for 2019/20

As the end of the tax year approaches let’s look at some of the nice round numbers that the...

Financial Planning

Independent vs Restricted

The difference between restricted and independent advice is something I have dealt with regularly in my career. As a...


Independent vs Restricted

The difference between restricted and independent advice is something I have dealt with regularly in my career. As a...

Financial Planning

Don’t rely on the government or your employer to look after you in retirement

The current full state pension is £164.35 per week if you have a total of 30 qualifying years of...


Don’t rely on the government or your employer to look after you in retirement

The current full state pension is £164.35 per week if you have a total of 30 qualifying years of...

Financial Planning

Retirement Planning: Should I stay or should I go?

The question we have all asked ourselves at one time or another and one The Clash immortalised in a...


Retirement Planning: Should I stay or should I go?

The question we have all asked ourselves at one time or another and one The Clash immortalised in a...