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Will we run out of money in our lifetime?

We help you to identify and prioritise your long-term objectives, that will take up your time and money throughout your lifetime.
Financial Planning

What are the considerations for long-term care fees?

We 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.
Financial Planning

Who do I trust to look after my family when I’m gone?

We provide advice in managing the investments of a trust and ensure that you meet your obligations and legal duties to give you peace of mind.
Financial Planning

Why Choose Wingate Financial Planning?

Wingate Financial Planning helps you understand your lifetime dreams, make informed decisions about your money and ensure you remain “on track” to achieve your goals.

More About Wingate

Our Services

All Our Services

Our Approach

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

  • 01

    We Listen

    We help you to clearly define your most important goals.
  • 02

    We Enlighten

    We demonstrate the chances of achieving your life dreams.
  • 03

    We Plan

    We identify priorities and recommend actions
  • 04

    We Take Action

    We take responsibility to ensure your plan is implemented.
  • 05

    We Review

    We regularly respond to changes to keep you on track
    Our Approach

Our People

Our team of Financial Planners and Advisers are committed to you.

Are you ready to make informed decisions about your money?

Contact Us

Opinions & Insights

Headshot of Peter Magliocco
Peter Magliocco
Financial Planning, 29 July 2026

If Care Becomes Free at the Point of Need, Does That Mean Nobody Pays?

Matthew Bond
Matthew Bond
Financial Planning, 16 July 2026

How Are Pension Inheritance Tax Changes Increasing the Burden on Personal Representatives?

Will Worsley
Financial Planning, 15 July 2026

Can I give children or grandchildren an allowance?

Simon Moore
Financial Planning, 13 July 2026

Is an annuity right for you?

All Opinions & Insights

Awards & Accreditations

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

  • Best Individual Pensions Advice Firm of the Year Award

    2019
    Retirement Planner - Winner

  • Moneyfacts Retirement Adviser of the Year

    2019
    Finalist

  • Professional Adviser Firm of the Year (South East)

    2019
    Finalist

  • Best Adviser FOTY for Vulnerable Client Care

    2022
    Highly Commended

  • Best Retirement Advice Firm

    2021
    Shortlisted

  • Money Marketing Best Retirement Advice Firm

    2024
    Shortlisted
All Awards

Get in Touch

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