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Our Services


Wingate Aspire is part of the multi award-winning Wingate Group based in Caterham, Surrey helping individuals to understand and achieve their lifetime financial goals

Cash Flow

We help you to identify and prioritise your long-term objectives, that will take up your time and money throughout your lifetime. We empower you to make informed decisions about your money that will help achieve these goals. This service has no accompanying financial advice.

Cash Flow Plus

We help you to identify and prioritise your long-term objectives, that will take up your time and money throughout your lifetime. We empower you and provide the supporting advice and recommendations for you to make informed decisions about your money that will help achieve these goals.

Our Approach

We develop and implement a financial plan to help you achieve your lifetime goals.

1
We Listen
We help you to clearly define your most important goals.
2
We Enlighten
We demonstrate the chances of achieving your life dreams.
2+
We Plan
(Cash Flow Plus)
We identify priorities and recommended actions.
3+
We Take Action
(Cash Flow Plus)
We take responsibility to ensure your plan is implemented.
4
We Review
We regularly review your situation to keep you on track.

    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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