We help you to identify and prioritise your long-term objectives, that will take up your time and money throughout your lifetime. 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.
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. 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.
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. 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.
Services
We are multi-award winning Chartered Financial Planners who care deeply about helping clients understand and fulfil their lifetime aspirations. Established in 2008 to offer a different approach to financial advice, focused on an individual's personal goals rather than the sale of a policy. We seek to inspire confidence and loyalty in our clients through the peace of mind they have a plan for the future which is regularly reviewed and adjusted.
We start by listening: to your hopes and dreams; to worries that keep you awake at night and we help you to clearly define your most important goals.
We work with you to gather details about your current financial situation, much of this without significant disruption to you; your current resources, including pensions, investments, properties, cash and business assets; and your current liabilities; insurance policies and trust, estate and attorney documents.If you don't know where you're going, any road will get you there.
We work with you to gather details about your current financial situation, much of this without significant disruption to you; your current resources, including pensions, investments, properties, cash and business assets; and your current liabilities; insurance policies and trust, estate and attorney documents.If you don't know where you're going, any road will get you there.
You may have found our site as you are involved with the planning of care for your parents or a close relative. Below we have tried to answer a few of the initial questions we are often asked in relation to our Care Fees Planning services. As members of SOLLLA they must have attained a specified number of qualifications and are required to maintain a level of knowledge in this area.
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. We work with you to create a plan which enables you to achieve financial independence.
Wingate are experienced in providing tailored investment advice to trustees and to those who are considering establishing a trust. Not only do we provide advice in managing the investments of a trust, but we also help you fulfil your role as a trustee ensuring that you meet your obligations and legal duties to give you peace of mind.
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