Wingate Financial Planning

Independent Financial Adviser  Quadrant House, Surrey, CR3 6PB
First meeting at adviser's own cost
We specialise in helping individuals and families with their retirement plans. We have won numerous awards (which can be seen on our website) for retirement, investment, trust and tax planning as well as, more recently, ethical investing.
We can advise you on
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Long term care
Response rating
9.0/10
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FCA authorised
Last authorised 8th August 2022
About us

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 services

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.

Where to find us
Head office address: Quadrant House, 61/65 Croydon Road, Caterham, Surrey, CR3 6PB
Service coverage
Preferred clients
Minimum wealth (income/assets)
£51,000
Minimum pension value
£51,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face
Compliance

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.

Response rating
9.0/10
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FCA authorised
Last authorised 8th August 2022

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