Wingate Wealth Management Ltd
Quadrant House
61-65 Croydon Road
Caterham
Surrey
CR3 6PB
Wingate Financial Planning help you understand your lifetime dreams, make informed decisions about your money and ensure you remain "on track" to achieve your goals.
We develop, implement and manage a financial plan to help you achieve your lifetime goals.
1 We Listen
We help you to clearly define your most important goals.
2 We Enlighten
We demonstrate the chances of achieving your life dreams.
3 We Plan
We identify priorities and recommended actions.
4 We Take Action
We take responsibility to ensure your plan is implemented.
5 We Review
We regularly respond to changes to keep you on track.
{{ adviserProfile.bio }}
- {{ i }}
An Appointed Representative (AR) is a firm or person who runs regulated activities and acts as an agent for a firm we directly authorise. This firm is known as the ARs 'principal'.
There must be a written contract between the principal and the AR documenting the arrangement
The principal takes full responsibility for ensuring that the AR complies with FCA rules.
Principal firms make sufficient checks on the firm or individual to ensure they are financially stable and competent.