Wingate Financial Planning

Initial consultation free
We specialise in helping individuals and families with their retirement plans. We have been in Caterham since 2002, and, due to Coronavirus, can offer meetings in our newly-refurbished offices, online or telephone to suit.

We can advise you on

This firm is FCA registered and you can be confident that their treatment of customers conforms to the FCA’s strict criteria.

Meet our advisers

Matthew Bond
Chartered Financial Planner
Alistair Cunningham BSc (Hons) FPFS
Chartered Financial Planner
Peter Magliocco Dip PFS
Chartered Financial Planner


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.

Legal information

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Any decision to transact business is made by you on the basis of your own enquiries.

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