Benefit Solutions

Will we run out of money in our lifetime?

We help you to identify and prioritise your long-term objectives, that will take up your time and money throughout your lifetime.

What are the considerations for long-term care fees?

We provide clear advice so that those involved can make informed decisions, in the knowledge that the individual needing care has the resources to meet the cost of their fees indefinitely.

Who do I trust to look after my family when I’m gone?

We provide advice in managing the investments of a trust and ensure that you meet your obligations and legal duties to give you peace of mind.

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Why Choose Wingate Financial Planning?

Wingate Financial Planning helps you understand your lifetime dreams, make informed decisions about your money and ensure you remain “on track” to achieve your goals.

Our Services

Financial Planning

Care Fees Planning

Trustee Investment

Our Approach

How we develop, implement and manage a financial plan to help you achieve your lifetime goals!

01

We Listen

We help you to clearly define your most important goals.

02

We Enlighten

We demonstrate the chances of achieving your life dreams.

03

We Plan

We identify priorities and recommend actions

04

We Take Action

We take responsibility to ensure your plan is implemented.

05

We Review

We regularly respond to changes to keep you on track

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Our People

Our team of Financial Planners and Advisers are committed to you.

Chartered Financial Planner

Alistair Cunningham

Chartered Financial Planner

Matthew Bond

Financial Planning Adviser

Simon Moore

Are you ready to make informed decisions about your money?

Opinions & Insights

Will Worsley

Financial Planning,

19 Mar 2024

Potential “deadly sins” of pension switching. Things to check carefully when thinking about consolidating your personal pensions

Alistair Cunningham

Economic Reviews,

26 Jan 2024

2024 January Economic Review

Alistair Cunningham

Financial Planning,

28 Nov 2023

IHT Left Unchanged by 2023 Autumn Statement

Awards & Accreditations

We are proud to have been independently recognised in what we do and how we do it.

Professional Adviser Firm of the Year (South East)

2020

Winner

Achieved 'FT Adviser Top 100 Adviser' status for the 4th successive year

2021

Top 100

Moneyfacts Retirement Adviser of the Year

2019

Finalist

BEST ESG ADVICE FIRM

2021

Shortlisted

Money Marketing Best Retirement Adviser

2019

Finalist

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About Wingate

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Wingate Financial Planning is a trading name of Wingate Wealth Management Ltd which is authorised and regulated by the Financial Conduct Authority. FCA Registration No: 478923. Wingate Wealth Management Limited is registered in England No 6469596.

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