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Our Services


Wingate Financial Planning is an award-winning firm of Chartered Financial Planners based in Caterham, Surrey helping individuals to understand and achieve their lifetime financial goals

Trustee Investment

We are experienced in providing tailored investment advice to trustees and to those who are considering establishing a trust. Not only do we provide advice in managing the investments of a trust, but we also help you fulfil your role as trustee ensuring that you meet your obligations and legal duties to give you peace of mind.

Care Fees Planning

We aim to provide clear advice so that those involved can make informed decisions, in the knowledge that the individual needing care has the resources to meet the cost of their fees indefinitely and importantly in an environment of choice.

Financial Planning

We help you to identify and prioritise your long-term objectives, that will take up your time and money throughout your lifetime. We empower you to make informed decisions about your money that will help achieve these goals.

Our Approach

We develop, implement and manage a financial plan to help you achieve your lifetime goals.

1
We Listen
We help you to clearly define your most important goals.
2
We Enlighten
We demonstrate the chances of achieving your life dreams.
3
We Plan
We identify priorities and recommended actions.
4
We Take Action
We take responsibility to ensure your plan is implemented.
5
We Review
We regularly respond to changes to keep you on track.

    Get in touch

    Please select the enquiry type which most closely matches your planning need to be directed to the correct member of our dedicated team


    Your message will be sent to:

    Ian Warrilow

    Financial Planner

    Matthew Bond

    Financial Planner

    Peter Magliocco

    Financial Planner

    Alistair Cunningham

    Financial Planner

    Ian Warrilow

    Financial Planner

    Simon Moore

    Financial Planner

    Heather Reid

    PA to Managing Director

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