About Us
We are multi-award winning Chartered Financial Planners who care deeply about helping clients understand and fulfil their lifetime aspirations.
Established in 2008 to offer a different approach to financial advice, focused on an individual’s personal goals rather than the sale of a policy. We are proud to hold many ‘firsts’
We seek to inspire confidence and loyalty in our clients through the peace of mind they have a plan for the future which is regularly reviewed and adjusted.
Our Values
Our values underpin how we work with you and each other
Teamwork
Providing the very best experience requires teamwork, but this doesn’t happen by accident. We take pride in our diverse team, understand the importance of each individual’s contribution and share talents for everyone’s benefit
Making a difference
We believe doing the simple things consistently well makes a firm exceptional. “Just enough” is not good enough. We seek to anticipate what you need, sometimes before you know you need it
Dependability
Our guiding principle is to keep the promises we make. We have documented commitments, and we stick to them.
Openness
We are honest with each other and our clients, which we expect to be reciprocated. We believe that our most valuable conversations are those which are most difficult.
Continuing Improvement
Just because it is done one way today, doesn’t mean it cannot be done better tomorrow. We do not want our positive recognition to be a reason for complacency.
Compassion
We understand life can present challenges; we take time to listen, understand, and provide the necessary support.
Our Mission
To be the leading firm of Chartered Financial Planners in the south east, by providing a valued long-term service
To inspire confidence and loyalty
To support thoughts and understanding about financial and non-financial goals and then help families make informed decisions with a long-term strategic plan at the heart of what we do.
To give peace of mind for the future
To develop open and trusted relationships which support you and your family.
To regularly review and update
To commit to structured contact to ensure we anticipate and react to changes as life, legislation and goals evolve.
To dedicate our team and time
To limit the number of families our teams work with to ensure the closest possible relationships and ability to spend as much time as required.
Our History
Our heritage dates back over 40 years but our commitment to growth and innovation remains as current as ever
- Established as a division of insurance broker
- Growth resulted in separate legal entity
- Wingate brand identity launched
- Wingate Wealth Management formed as new company, to provide fee-based Financial Planning
- Achieved 'Chartered Financial Planner' status - one of the first firms granted this accolade
- Adopted innovative cash flow planning software
- Won 'Gold Standard for Independent Financial Advice' for first year
- Acquired private client business of Francis Townsend & Hayward (Financial Services)
- Awarded 'Investors in People' Gold Standard
- Gave evidence in Parliament to the Pensions Select Committee
- Completed renovation of Caterham head office
- Accredited with the PFS Transfer Gold Standard
- Winner of Professional Advisers ‘Adviser Firm of the Year (South East)’ award
- Achieved ‘FT Adviser Top 100 Adviser’ status for the 3rd year successive year (placed 23rd)
- Achieved Investor in People’s ‘Platinum’ accreditation
- Two Wingate financial planners gain Society of Later Life Advisers’ accreditation
- Achieved 'FT Adviser Top 100 Adviser' status for the 4th successive year (placed 11th)
- Granted discretionary investment management permissions by our regulator, the FCA
- The Wingate Foundation, a registered charity for the benefit of our local area, was established
- Launched fifteen discretionary managed portfolios with a focus on value for money for Wingate’s clients
- Awarded Financial Times “Top 100” status for the 6th year out of 7
- Reaccredited “We invest in people – Platinum” (the highest possible accreditation) by Investors in People
- Launched Wingate’s “Probate Assistance Service” to simplify and streamline probate for our clients
Are you ready to make informed decisions about your money?
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.