Wingate Financial Planning
Initial consultation free
Independent
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
Clients
helped
196helped
Minimum
pension value
£100k+pension value
Minimum
wealth
£100k+wealth
Minimum
mortgage value
£0+mortgage value
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
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.
Legal information
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