Being a Financial Planner starts with building a long term financial plan to assist with the attainment of an individual’s lifetime goals. Investment management is an important part of our role, as is tax planning. We strongly believe that one the best investment outcomes cannot be achieved without an holistic view. Read more →
Wingate Financial Planning is a trading name of Wingate Wealth Management Ltd which is authorised and regulated by the Financial Conduct Authority. FCA Registration No: 478923 .
Wingate Wealth Management Limited is registered in England No 6469596. Registered office: Quadrant House, 61/65 Croydon Road, Caterham, Surrey CR3 6PB