Peter helps individuals to build a robust financial plan that highlights the most efficient way to achieve their lifetime goals, and the steps they should take along the way to maximise their chances of arriving where they want to be.
The Trustee Act 2000 gives trustees the requirement to take advice over how to apply their powers to invest. We have built this service to build a financial plan that demonstrates an appropriate investment strategy taking into account the trust’s stated aims.
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.