Established in 2002, Wingate Financial Planning is an independent financial advisory firm that holds Chartered Financial Planners status, a premier title for financial planning professionals in the UK. The company focuses on building long-term relationships with clients, offering holistic and impartial advice across a range of financial areas including retirement planning, investments, inheritance tax, and protection. Their mission is to help clients navigate their financial future with clarity and confidence through personalised, professional guidance.

Founded in

United Kingdom