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About Us


We are part of the multi-award winning Wingate group of companies that cares deeply about helping clients understand and fulfil their lifetime aspirations


Our Values

Our values underpin how we work with you and how we work with each other.

Our Vision

To be the leading firm of Chartered Financial Planners in the south east.

We seek to inspire confidence and loyalty in our clients through the peace of mind they have a plan for the future which is regularly reviewed and adjusted.

Our History

Our group's history dates back to the 1970's with the Wingate Aspire brand established in 2017 to offer a time and cost effective approach to financial planning which always focuses on an individual's personal goals rather than the sale of a policy.

    Get in touch

    Please select the enquiry type which most closely matches your planning need to be directed to the correct member of our dedicated team


    Your message will be sent to:

    Peter Magliocco

    Financial Planner

    Matthew Bond

    Financial Planner

    Peter Magliocco

    Financial Planner

    Matthew Bond

    Financial Planner

    Ben Clarke

    Managing Director

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