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Wingate Financial Planning
 
 
Overview: 

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.



Based in Caterham, Surrey; Wingate Financial Planning work in partnership with our clients to develop, implement and manage a strategic plan to help achieve their lifetime financial goals.

Wingate Financial Planning have been awarded the prestigious Chartered Financial Planners designation by the Chartered Insurance Institute. This is the industry’s gold standard and means you can be confident you are dealing with one of the UK’s leading financial planning firms.

Our service proposition embraces a commitment to provide the best possible advice, service and support. We know that when dealing with a financial planner, individuals are looking for high quality, impartial advice and the peace of mind that their adviser and support team are accessible, communicate with them regularly and understand their circumstances. These represent our core values.

In any successful partnership, everyone must understand their contribution and responsibilities. We take this very seriously and have developed our service proposition around four ‘promises’.

These are our commitments to you in the short, medium and long term;
Discovery

We promise to spend time with you to learn about you, your objectives and lifetime goals.
Enlightenment

We promise to help you understand where you are financially and where you want to go.
Navigation

We promise to help you build a strategic plan to provide a road map for your financial future.
Control

We promise to regularly review your strategic plan, so you remain informed and in control.


 
 
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