WINGATE WEALTH MANAGEMENT LIMITED

Name: WINGATE WEALTH MANAGEMENT LIMITED
Address: Quadrant House North, 61-65 Croydon Road, Caterham, Surrey, CR3 6PB, GB
Telephone: 01883 332261
Price range: $$
Rating: 4

aka Wingate Trust and Estate Planning, Wingate Portfolio Services, Wingate Financial Planning, WINGATE WEALTH MANAGEMENT LIMITED

Authorised FRN 478923 4.0 (4)

About

Chartered Financial Planner in Caterham, Surrey: Independent Financial Advisers helping individuals retire and achieve their long-term goals.

Source: wingatefp.com

Contact & Location

Address

65 Croydon Rd, Caterham CR3 6BP, UK

More advisers in Tandridge

Phone

01883 332261

Website

wingatefp.com

View on Google Maps

Opening Hours

Monday9:00 AM – 5:30 PM

Tuesday9:00 AM – 5:30 PM

Wednesday9:00 AM – 5:30 PM

Thursday9:00 AM – 5:30 PM

Friday9:00 AM – 5:30 PM

SaturdayClosed

SundayClosed

Specialisms

Wealth Management Investments Pensions Retirement Mortgages

Regulatory Information

FRN: 478923
Status: Authorised
Date Authorised: 3 March 2008
Years Authorised: 18 years
Regulator: FCA
Disciplinary Record: Clean Record

FCA Permissions (11)

Show all permissions

✓Agreeing to carry on a regulated activity
✓Providing basic advice on stakeholder products
✓Managing investments
✓Dealing in investments as agent
✓Arranging safeguarding and administration of assets
✓Advising on Pension Transfers and Pension Opt Outs
✓Debt-counselling
✓Making arrangements with a view to transactions in investments
✓Assisting in the administration and performance of a contract of insurance
✓Arranging (bringing about) deals in investments
✓Advising on investments (except on Pension Transfers and Pension Opt Outs)

Companies House

Company Number: 06469596
Company Status: Active
Incorporation Date: 10 January 2008
Directors: 3
Accounts Category: Small
Last Accounts Filed: 28 February 2025
SIC Codes: 66190

Team (16)

Benjamin David Clarke
ApprovedCertified
Alistair Neil Cunningham
ApprovedCertified
Paul Robert Weeks
ApprovedCertified
Simon Leslie Moore
Certified
Peter Jonathan Magliocco
Certified
Matthew Anthony Bond
Certified
Natalie Ann Harmer
Certified
Mohamad Alrayees
Certified
William Edward Charles Worsley
Certified
Luke Harris
Certified
Paul Andrew Boyd Stevens
Certified
Paul Antony Hyland
ApprovedCertified
Guy Ranald James Hamilton
No longer required
Kevin Ian Hains
No longer required
Jonathan Lee Bertrand
Certified
Scott William Laken
No longer required

Google Reviews

4.0

4 reviews on Google

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Quick Facts

Caterham, South East
18 years FCA-authorised
20 registered individuals
5 specialisms
11 FCA permissions
CH 06469596

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Data Sources

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This listing is auto-generated from publicly available data on the FCA Financial Services Register and Companies House. approval.co.uk does not endorse or recommend this adviser or firm. Verify current authorisation status at register.fca.org.uk.