- 29 April 2020How Wingate have adapted to Financial Planning under the Coronavirus The Coronavirus continues to have a huge human impact throughout…
- 17 April 2020Tapered Annual Allowance The Pension Annual Allowance sets the limit on how much you can pay into a pension in…
- 14 April 2020Why should you diversify? The beauty of a well-diversified portfolio… Following the COVID-19 outbreak, we now find ourselves in unprecedented…
- 9 April 2020What to do when investments go down in value? If you currently have money invested in “the stock market” the…
- 8 April 2020Why is a financial Power of Attorney particularly important when in income drawdown? I have previously written about why it…
- 20 March 2020Wingate Financial Planning, one of Surrey's leading firms of Chartered Financial Planners is delighted to announce we have been shortlisted…
- 13 March 2020How do the pension tapered annual allowance changes affect me? High level summary If you have not ‘flexibly accessed’ your…
- 9 March 2020National Savings & Investment Rates It was announced recently that National Savings & Investment rates are going to fall on…
- 24 February 2020The importance of a will… and keeping it up to date! A will is a legally binding document which allows…
- 18 February 2020We have all the time in the world ‘I don’t want [our children] brought up in a country where the…
- 12 February 2020Wingate Financial Planning were awarded the prestigious Adviser Firm of the Year (South East) trophy at the 2020 Professional Adviser…
- 4 February 2020Life Time Allowance charge - don't fall in the traps! Saving money into a pension is an important way of…
