Financial Planning

What to do when investments go down in value?

What to do when investments go down in value? If you currently have money invested in “the stock market”...


What to do when investments go down in value?

What to do when investments go down in value? If you currently have money invested in “the stock market”...

Financial Planning

Best Retirement Adviser 2020 Shortlist

Wingate Financial Planning, one of Surrey’s leading firms of Chartered Financial Planners is delighted to announce we have been...


Best Retirement Adviser 2020 Shortlist

Wingate Financial Planning, one of Surrey’s leading firms of Chartered Financial Planners is delighted to announce we have been...

Financial Planning

How do the pension tapered annual allowance changes affect me?

How do the pension tapered annual allowance changes affect me? High level summary If you have not ‘flexibly accessed’...


How do the pension tapered annual allowance changes affect me?

How do the pension tapered annual allowance changes affect me? High level summary If you have not ‘flexibly accessed’...

Financial Advice

What Do I Do When My Financial Adviser Can’t Cope

What Do I Do When My Financial Adviser Can’t Cope The financial press have seen what appears to be...


What Do I Do When My Financial Adviser Can’t Cope

What Do I Do When My Financial Adviser Can’t Cope The financial press have seen what appears to be...

Financial Planning

National Savings & Investment Rates

National Savings & Investment Rates It was announced recently that National Savings & Investment rates are going to fall...


National Savings & Investment Rates

National Savings & Investment Rates It was announced recently that National Savings & Investment rates are going to fall...

Financial Planning

The importance of a will… and keeping it up to date!

The importance of a will… and keeping it up to date! A will is a legally binding document which...


The importance of a will… and keeping it up to date!

The importance of a will… and keeping it up to date! A will is a legally binding document which...

Financial Advice

Top tips to help you get the most from your financial adviser

Top tips to help you get the most from your financial adviser You have made the decision to engage...


Top tips to help you get the most from your financial adviser

Top tips to help you get the most from your financial adviser You have made the decision to engage...

Financial Planning

We have all the time in the world

We have all the time in the world ‘I don’t want brought up in a country where...


We have all the time in the world

We have all the time in the world ‘I don’t want brought up in a country where...

Financial Planning

Wingate Win Professional Adviser Awards 2020

Wingate Financial Planning were awarded the prestigious Adviser Firm of the Year (South East) trophy at the 2020 Professional...


Wingate Win Professional Adviser Awards 2020

Wingate Financial Planning were awarded the prestigious Adviser Firm of the Year (South East) trophy at the 2020 Professional...

Financial Planning

Life Time Allowance charge – Don’t fall in the traps!

Life Time Allowance charge – don’t fall in the traps! Saving money into a pension is an important way...


Life Time Allowance charge – Don’t fall in the traps!

Life Time Allowance charge – don’t fall in the traps! Saving money into a pension is an important way...

Financial Planning

Are You Claiming All The Pension Tax Relief You are Due?

Are You Claiming All The Pension Tax Relief You are Due? One of the things we do as financial...


Are You Claiming All The Pension Tax Relief You are Due?

Are You Claiming All The Pension Tax Relief You are Due? One of the things we do as financial...

Financial Planning

CGT Changes: Entrepreneur’s Relief Subject To Change?

CGT Changes: Entrepreneur’s Relief Subject To Change? There was much discussion before the General Election that individuals may consider...


CGT Changes: Entrepreneur’s Relief Subject To Change?

CGT Changes: Entrepreneur’s Relief Subject To Change? There was much discussion before the General Election that individuals may consider...