Wingate Financial Planning

Independent Financial Adviser Quadrant House, 61/65 Croydon Road, Caterham, Surrey, CR3 6PB
First meeting at adviser's own cost
Response rating
9.0 /10
FCA verified
9th September 2019
One of the first Chartered Financial Planners in the UK; we have won numerous awards for at-retirement and investment advice.
We can advise you on
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions review
    • Pensions transfer
    • Wealth management
    • Ethical investments
    • ISAs
    • Investing for income
    • Investment trusts
    • OEICs
    • Socially responsible investments
    • Lump sum
    • Regular savings
    • Accident & sickness
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Payment protection insurance
    • Capital gains tax
    • Estate planning
    • Income tax
    • EEA
    • Long term care
Meet our advisers
Ian Warrilow
Chartered Financial Planner
Accreditations
Chartered Financial Planner
Alistair Cunningham BSc (Hons) FPFS
Chartered Financial Planning Director
Accreditations
Chartered Financial Planner
Matthew Bond
Chartered Financial Planner
Accreditations
Chartered Financial Planner
Peter Magliocco Dip PFS
Financial Planning Adviser
Mark Adams
Financial Planner and Paraplanner
Guy Hamilton
Independent Financial Adviser
Simon Moore
Financial Adviser
Kevin Hains
Financial Planner
Where to find us

Quadrant House, 61/65 Croydon Road, Caterham, Surrey, CR3 6PB

Make an enquiry
About us

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

Our service is built on three promises we make to our clients. These help them;

* establish and understand their financial goals
* develop a strategic plan to help them achieve their goals
* regularly review and update the plan

Our services

Wingate Financial Planning is an award-winning firm of Chartered Financial Planners based in Caterham, Surrey helping individuals to understand and achieve their lifetime financial goals.
We work with you to create a financial plan which we implement and regularly review to ensure you remain on track.
Providing a bespoke financial planning service, we help our clients to understand how their wealth can be efficiently managed to ensure it passes to right people, at the right time, and in the right way.

Advice methods
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Our awards

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