Our Services

Wingate Financial Planning is an award-winning firm of Chartered Financial Planners based in Caterham, Surrey

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 you achieve these goals

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.

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 a trustee ensuring that you meet your obligations and legal duties to give you peace of mind.

Our Approach

How we develop, implement and manage a financial plan to help you achieve your lifetime goals!

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Are you ready to make informed decisions about your money?