Established in 1970, and relocating to Caterham under the "Wingate" identity in 2002 we have seven financial planners who principally specialise in at-retirement planning, but we also have additional experience and qualifications in both pre-retirement and later life advice.
We have won numerous awards for retirement advice, pensions, investment and tax-planning and are proud to have a broad cross-section of expertise with qualifications in financial planning, investment management, tax and trust and estate planning.
Our clients typically have taken time to build up pension, investment and other assets and would like to understand how they can be used to provide them with the retirement they want.
We build a comprehensive plan, and will usually guide a client through the decisions and actions that will give them financial independence in both the period immediately before and after retirement.
We are privately owned, and the advice we give is always independent, this means we have no ties to any investment managers, administration platforms or other third parties: we understand you have worked hard to build your wealth, and you can be assured the advice we give is impartial and in your best interests.
We are authorised and regulated to give advice on Defined Benefit (DB) Pension Transfers, and hold the PFS' "Pension Transfer Gold Standard". However we are very sceptical about this area of advice, and will always endeavour to achieve client objectives without giving up these valuable guarantees. We will rarely advise on a DB transfer in isolation - if you are insistent about transferring against our advice, we will be unable to help.
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