This website is designed to provide you with general information only and does not attempt to give you advice on any particular investment or to recommend any particular investment to you.
If you have any doubt as to whether a particular investment is suitable for you, you should contact Wingate Financial Planning for advice.
The Financial Conduct Authority does not regulate National Savings or some forms of mortgage, tax planning, taxation and trust advice, cash flow modelling, offshore investments or school fees planning.
The information contained within this site is subject to the UK regulatory regime and is therefore targeted primarily at consumers based in the UK.
Neither Wingate Financial Planning or Wingate Wealth Management Ltd nor its representatives can be held responsible for the accuracy of the contents/information contained within the linked site(s) accessible from this page.
Complaints
In the event you are dissatisfied with a recommendation we have made or in relation to our services, you may be entitled to make a complaint. We have a complaint procedure which is available on request and if you wish to register a complaint please contact us:
In Writing:
The Compliance Officer, Wingate Financial Planning, Quadrant House, 61-65 Croydon Road, Caterham, Surrey CR3 6PB
By Phone:
01883 332261
For your further protection, if you cannot settle your complaint with us you may be entitled to refer it to the Financial Ombudsman Service. Their address and contact details are provided below:
Financial Ombudsman Service
Exchange Tower
1 Harbour Exchange Square
London
E14 9SR
Tel: 0800 023 4567/ 0300 123 9123
Web: www.financial-ombudsman.org.uk
Email: complaint.info@financial-ombudsman.org.uk
Please be assured that we treat all complaints seriously and impartially.
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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