Wingate Financial Planning is a financial advice firm based in Caterham, Surrey, helping individuals and families make informed decisions about their money and work towards their long-term goals. A trading name of Wingate Wealth Management Ltd, the firm is authorised and regulated by the Financial Conduct Authority. Its team includes Chartered Financial Planners and financial planning advisers.

Wingate offers financial, retirement and pension planning, alongside investment and wealth management. Its services also cover inheritance tax and estate planning, later-life planning and care fees, financial planning for business owners, and trustee investment planning. The firm helps clients define their priorities, understand the likelihood of achieving their objectives, agree practical actions, implement their plans and review them as circumstances change. It also provides advice to trustees on managing investments and meeting their responsibilities, and helps families plan for the potential cost of care.

Wingate presents its approach as an ongoing partnership, focused on keeping clients on track towards their lifetime objectives.