Accessible via mobile, tablet, desktop and laptop, our Client Portal is an easy to navigate interface where you can engage with your financial information and interact directly with us through secure messaging.
Two way secure messaging function, which includes digital signature capability
A snapshot of your assets and net worth
Information about your investments managed by us
You can also download our Wingate Client Portal app for both iOS and android using the links below.
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.
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