Wingate Financial Planning
Wingate Financial Planning is a firm of Chartered Financial Planners based in Caterham, Surrey. They provide financial advice to help clients understand and fulfill their lifetime aspirations.
- Care Fees Planning
- Financial Planning
- Trustee Investment
- Retirement Planning
- Investment Management
Locations
Competitors
MG Wealth Management Ltd provides expert face-to-face wealth management advice for individual and business clients.
One Financial Solutions is an independent financial advice firm that focuses on the wellbeing of individuals and businesses.
Barclays Wealth Management offers a personal and proactive approach to managing your wealth, creating unique solutions tailored to your ambitions.
Company Details
Wingate Financial Planning is operated by Wingate Wealth Management Limited and is a Active company incorporated on 10 January 2008 with the registered office located in Caterham, Surrey. Wingate Wealth Management Limited was registered 17 years ago.
Status
Active
Size
Small
Directors
3
Age
17 years old
Employees
27
Turnover
Unreported
Total Assets
£1.61M
Cash in Bank
£1.35M
Total Liabilities
-£695.04K
Teams
11
7
7
1
1
1
Head Of Compliance • Joined Jul 2013
Chartered Financial Planner (Paraplanning Team Manager) • Joined Feb 2014
Financial Planner • Joined Jul 2012
Chartered Financial Planner • Joined Jan 2018
Client Liaison • Joined Mar 2012
Financial Planning Adviser • Joined Oct 2024
Financial Planning Advisor • Joined Nov 2024
Corporate Support • Joined Jun 2018
Paraplanner • Joined Aug 2020
Chartered Financial Planner • Joined Mar 2016
Financial Planner • Joined Jul 2012
Chartered Financial Planner • Joined Jan 2018
Financial Planning Adviser • Joined Oct 2024
Financial Planning Advisor • Joined Nov 2024
Paraplanner • Joined Aug 2020
Chartered Financial Planner • Joined Mar 2016
Paraplanner • Joined Oct 2019
Financial Planner • Joined Jul 2012
Chartered Financial Planner • Joined Jan 2018
Client Liaison • Joined Mar 2012
Financial Planning Advisor • Joined Nov 2024
Paraplanner • Joined Aug 2020
Chartered Financial Planner • Joined Mar 2016
Paraplanner • Joined Oct 2019
Head Of Compliance • Joined Jul 2013
Corporate Support • Joined Jun 2018
Chartered Financial Planner (Paraplanning Team Manager) • Joined Feb 2014
View 11 members