About Wingate Financial Planning

We specialise in helping individuals and families with their retirement plans.We have been in Caterham since 2002, and, due to Coronavirus, can offer meetings in our newly-refurbished offices, online or telephone to suit.
Established in 1970, and relocating to Caterham under the "Wingate" identity in 2002 we have seven financial planners who principally specialise in at-retirement planning, but we also have additional experience and qualifications in both pre-retirement and later life advice.We have won numerous awards for retirement advice, pensions, investment and tax-planning and are proud to have a broad cross-section of expertise with qualifications in financial planning, investment management, tax and trust and estate planning.
Pensions & retirement: