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 car park, Wheelchair-accessible entrance, Wheelchair-accessible toilet, Toilet, Appointment required, Appointments recommended.
Opinions: This company has 4 reviews on Google My Business.
Average opinion: 4/5.

📌 Location of Wingate Financial Planning

Wingate Financial Planning 65 Croydon Rd, Caterham CR3 6BP, United Kingdom

☎️1883332261

⏰ Open Hours of Wingate Financial Planning

Monday: 9 am–5 pm
Tuesday: 9 am–5 pm
Wednesday: 9 am–5 pm
Thursday: 9 am–5 pm
Friday: 9 am–5 pm
Saturday: Closed
Sunday: Closed

Wingate Financial Planning es una empresa de planificación financiera con sede en Caterham, Reino Unido. La empresa se encuentra ubicada en la siguiente dirección:

65 Croydon Rd, Caterham CR3 6BP, United Kingdom.

Para contactar a Wingate Financial Planning, puede llamar al teléfono 1883332261 o visitar su sitio web en wingatefp.com.

Esta empresa ofrece servicios de planificación financiera y servicios de inversión. Los especialistas de Wingate Financial Planning pueden ayudar a los clientes a alcanzar sus objetivos financieros y a crear un plan de inversión personalizado.

Wingate Financial Planning cuenta con instalaciones accesibles para personas con discapacidad, lo que incluye un estacionamiento para coches con capacidad de discapacidad, una entrada accesible y un inodoro accesible. Se requiere una cita previa para cualquier consulta o reunión.

Los clientes de Wingate Financial Planning han dejado opiniones muy positivas sobre la empresa. En Google My Business, esta empresa tiene 4 reseñas con una calificación promedio de 4/5.

Algunas de las características de Wingate Financial Planning incluyen:

Planificación financiera personalizada
Servicios de inversión
Accesibilidad para personas con discapacidad

En resumen, Wingate Financial Planning es una empresa de planificación financiera con experiencia y especialistas en servicios de inversión. Con su ubicación accesible y servicios personalizados, esta empresa es una excelente opción para aquellos que buscan planificar su futuro financiero.

👍 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