Benefit Solutions

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	})
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});

Professional Excellence

The awards listed here represent just a few of those we have won over the years, for more details please get in contact.

Financial Planning

Reducing Inheritance Tax While Retaining Control for George and Julie Morrison

Financial Planning

Tax-Efficient Income Strategy & Cashflow Planning for James and Mary O’Donovan

Financial Planning

Pension Options & Tax-Free Cash Strategy for Nick and Diana Pride

Meeting Lifetime Needs While Protecting Legacy for Edward and Gemma Browne

Financial Planning

Reducing IHT & Supporting Family Gifting for Tim and Mandie Sawyer

Financial Planning

Guaranteed Income with Flexible Pension Pot for Sandra Hawes

Are you ready to make informed decisions about your money?

Awards & Accreditations

We are proud to have been independently recognised in what we do and how we do it.

Moneyfacts Retirement Adviser of the Year
2020
Finalist
Money Marketing Best Retirement Adviser
2020
Finalist
Best Adviser FOTY for Vulnerable Client Care
2022
Highly Commended
Moneyfacts Retirement Adviser of the Year
2022
Finalist
Professional Adviser Firm of the Year (South East)
2020
Winner
Best Adviser Website
2022
Shortlisted

Speak to a Chartered Financial Planner

Wingate is an independent firm of Chartered Financial Planners based in Caterham, Surrey.

Our initial conversation is held at our cost and gives us both the opportunity to decide whether working together is likely to be valuable.

Contact us to arrange an initial conversation.