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Our Services

Wingate Financial Planning is an award-winning firm of Chartered Financial Planners based in Caterham, Surrey

How Wingate can help you?

Please watch our video to find out in 2 minutes how Wingate Financial Planning can help you to identify and prioritise your log-term objectives.
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Financial Planning

We help you to identify and prioritise your long-term objectives, that will take up your time and money throughout your lifetime. We empower you to make informed decisions about your money that will help you achieve these goals

Financial Planning

Financial Planning for Business Owners

Business-owner planning often involves financial, commercial, accounting, tax and legal considerations.

We work alongside your existing accountant and solicitor so that the financial plan reflects the company’s position and the specialist advice you receive.

Financial Planning for Business Owners

Inheritance Tax and Estate Planning

Inheritance tax planning is not simply about reducing a future tax bill.

A good estate plan should also ensure that you retain enough money for your own lifetime, that assets pass to the right people and that any gifts or arrangements reflect your wider family circumstances.

Inheritance Tax and Estate Planning

Investment and Wealth Management

Investing is not simply about selecting funds or trying to identify which market will perform best next.

Your investments should have a clear purpose. They may be intended to support your retirement, produce an income, meet future expenditure, provide financial security or pass wealth to the next generation.

Investment and Wealth Management

Later Life & Care Fees Planning

We aim to 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 and importantly in an environment of choice.

Care Fees Planning

Pension Planning

Pensions can be one of the most tax-efficient ways to build wealth for retirement, but the rules and available options can be difficult to navigate.

You may have several pensions accumulated through different employers, older policies with unfamiliar features or a large pension that now requires more active planning. You may also need to decide how much to contribute, whether to consolidate your arrangements or how to take benefits when you retire.

Pension Planning

Retirement Planning

Retirement is not simply a date or a pension calculation. It is a transition from earning and accumulating wealth to using that wealth to support your life.

You may have several pensions, investments, savings, property or business interests, but still be unsure whether they are enough. You may also be uncertain about when to retire, how much you can spend or which assets to use first.

Retirement Planning

Trustee Investment

We are experienced in providing tailored investment advice to trustees and to those who are considering establishing a trust. Not only do we provide advice in managing the investments of a trust, but we also help you fulfil your role as a trustee ensuring that you meet your obligations and legal duties to give you peace of mind.

Trustee Investment

Our Approach

Our financial planning process has five stages:

Discovery

We listen and develop a clear understanding of you, your family, your finances and your priorities.

Enlightenment

We use cashflow planning and other analysis to help you understand your current position and the choices available.

Navigation

We identify priorities, consider the available options and make clear recommendations.

Implementation

We help put the agreed plan into effect, working with your other professional advisers where appropriate.

Control

We regularly review your plan and investments, making adjustments as your life and the world around you change.
Our Approach

Are you ready to make informed decisions about your money?

Contact Us

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.

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