How Wingate model financial shocks (video)

NOTE: This post is more than 12 months old, and the information contained within may no longer be accurate.

Matthew Bond explains how we take an overview of an individual’s situation in preparing a robust financial plan.

The value of investments can fall as well as rise. You may not get back what you invest.

Contact the Author

Matthew, a Chartered Financial Planner with over 20 years of experience, joined Wingate in 2016. He specialises in later life planning, retirement, and long-term care, holding SOLLA accreditation. Matthew is committed to high standards in financial advice as a member of the Personal Finance Society.

Other Articles

03 Dec 2024

Share This Article

Facebook
Twitter
LinkedIn
WhatsApp
Email

Are you ready to make informed decisions about your money?