Articles by Jonathan Bertrand

Search Jonathan Bertrand's Opinions & Insights

NOTE: This post is more than 12 months old, and the information contained within may no longer be accurate.
Financial Planning Wisdom from David Copperfield: Wilkins Micawber’s Timeless Advice for a Happier, Debt-Free Life

NOTE: This post is more than 12 months old, and the information contained within may no longer be accurate.
Inheritance – Blessing or a Burden?

NOTE: This post is more than 12 months old, and the information contained within may no longer be accurate.
Not Everything That Counts Can Be Counted

NOTE: This post is more than 12 months old, and the information contained within may no longer be accurate.
Begin with the end in mind

NOTE: This post is more than 12 months old, and the information contained within may no longer be accurate.
Divorce and Pensions: Make Sure You Protect Your Future!

NOTE: This post is more than 12 months old, and the information contained within may no longer be accurate.
5 Benefits of Cashflow Planning

NOTE: This post is more than 12 months old, and the information contained within may no longer be accurate.
Is There Too Much Information?

NOTE: This post is more than 12 months old, and the information contained within may no longer be accurate.
What should you look out for in a financial planning meeting?

NOTE: This post is more than 12 months old, and the information contained within may no longer be accurate.
What Am I Able to Control?

NOTE: This post is more than 12 months old, and the information contained within may no longer be accurate.
Let’s talk about money

NOTE: This post is more than 12 months old, and the information contained within may no longer be accurate.
What can money buy us?

NOTE: This post is more than 12 months old, and the information contained within may no longer be accurate.
No Wealth Without Health
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.

