Wingate Financial Planning - Caterham

Address: 65 Croydon Rd, Caterham CR3 6BP, United Kingdom.
Phone: 1883332261.
Website: wingatefp.com.
Specialties: Financial planner, Investment service.
Other points of interest: Wheelchair accessible entrance, Wheelchair accessible parking lot, Wheelchair accessible restroom, Restroom, Appointment required.
Opinions: This company has 4 reviews on Google My Business.
Average opinion: 4/5.

Location of Wingate Financial Planning

1883332261

Wingate Financial Planning, located at Address: 65 Croydon Rd, Caterham CR3 6BP, United Kingdom. is a reputable financial planning firm that specializes in providing financial planner and investment service to its clients. With a wheelchair accessible entrance, wheelchair accessible parking lot, and wheelchair accessible restroom, this company ensures that all clients have equal access to their services.

This company values the importance of making appointments to ensure that each client receives the necessary time and attention they deserve. With only 4 reviews on Google My Business, Wingate Financial Planning has maintained an impressive average opinion of 4/5, highlighting their commitment to providing exceptional financial planning services.

Additional amenities, such as a restroom, make visiting Wingate Financial Planning a comfortable experience for all clients. The company's website, wingatefp.com, offers valuable information regarding their services, team, and contact information.

When searching for a reliable financial planning firm, Wingate Financial Planning is an excellent choice. Their specialties in financial planning and investment services make them a knowledgeable and trustworthy partner in managing your finances. Additionally, their accessibility, commitment to appointments, and positive client reviews demonstrate their dedication to providing superior customer service.

If you're looking for financial planning services, we recommend contacting Wingate Financial Planning through their website, wingatefp.com. Schedule an appointment and take the first step towards securing your financial future with the help of a reputable and reliable financial planning firm.

Reviews of Wingate Financial Planning

Dids Macdonald

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 Stephens

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 Keath

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 Kenyon

5/5

Superb advice