Okay, here’s a comprehensive overview of Wingate Financial Planning, formatted for clarity and incorporating the requested details, aimed at someone seeking professional financial advice:

Wingate Financial Planning: A Trusted Partner for Your Financial Future

For individuals and families seeking expert guidance in managing their finances and investments, Wingate Financial Planning stands out as a reputable and accessible firm. Located in Caterham, Surrey, United Kingdom, Wingate offers a personalized approach to financial planning and investment services, aimed at helping clients achieve their long-term goals.

Location and Contact Information:

Address: 65 Croydon Rd, Caterham CR3 6BP, United Kingdom
Phone: 1883332261
Website: wingatefp.com

Specialties: Primarily focused on Financial Planner roles and comprehensive Investment Services.
Personalized Approach: They prioritize building strong client relationships, fostering open communication and trust.
Wide Range of Services: Beyond basic planning, they can assist with:
Pension Planning
Tax Efficient Investing
Mortgage Advice
Inheritance Tax Planning

Accessibility & Client Experience:

Wingate Financial Planning is committed to providing a welcoming and accessible environment for all clients. Important features include:

Wheelchair Accessible Entrance: Ensuring ease of access for individuals with mobility challenges.
Wheelchair Accessible Parking Lot: Convenient parking options.
Wheelchair Accessible Restroom: A comfortable and functional restroom facility.
Restroom: Additional restroom facilities are available.
Appointment Required: To ensure dedicated attention and a structured planning session.

You can explore their services and team members in detail on their website: [wingatefp.com](http://wingatefp.com/)
* The website also features client testimonials and downloadable resources.

Recommendation:

For anyone seeking a reliable and client-focused financial planning service, Wingate Financial Planning is a highly recommended choice. Their dedication to accessibility, combined with their expertise and positive client feedback, makes them a valuable partner in navigating the complexities of personal finance. We strongly encourage potential clients to visit their website at [wingatefp.com](http://wingatefp.com/) to schedule a consultation and discover how they can achieve their financial aspirations.

👍 Reviews of Wingate Financial Planning

Dids M.

1/5

Though a personal recommendation, we embarked on a journey with Wingate to advise us on future financial planning. We were very disenchanted with our experience. We felt pressured to progress from an Enlightenment Report to a Navigation Report. Had we been verbally warned that progression to this stage would involve a substantial liability whether we used it or not, we would not have continued. As a result of changed circumstances (serious illness) we did not want to progress with their plan but still had to pay a substantial amount. If you are not familiar with using an online portal for such important decision making, I would advise extreme caution.

Thank you for your reply and I confirm that we had no option but to reach an agreement because otherwise we would have been sued. It was a fait accompli. Therefore, I can assure you that, despite your offer remaining open to discuss the financial planning advice and recommendations, it would be the very last thing we would do and we will decline this offer because our confidence in Wingate was and has been totally eroded by your lack of verbal transparency.

To explain this further. We offered, quite rightly, to pay for an Enlightened Report which was prepared for us but, because were were both ill and had other extraneous family issues, we were not made aware in the many verbal conversations between us that we would be completely liable when you rushed us through to the next stage whether we chose to accept your plan or not. I would therefore still stick to my advice that "If you are not familiar with using an online portal for such important decision making, I would advise extreme caution".

Nigel S.

5/5

Planning for retirement can be a difficult process but this was made easy with the professionalism and seriousness provided by Wingate Financial Planning. Once again, thank you to everyone involved in getting me to where I needed to be...with a retirement plan that fully meets my needs.

Graham K.

5/5

Wingate have managed my financial affairs for many years. They are very user friendly and it is so reassuring to know they are extremely knowledgeable and totally £trustworthy!!

Richard K.

5/5

Superb advice