Personal Financial Planning

What is financial planning?

We help you to identify and prioritise your long-term objectives, that will take up your time and money throughout your lifetime. We empower you to make informed decisions about your money that will help achieve these goals.

How can you help me with my financial goals?

We work with you to create a plan which enables you to achieve financial independence. We then review and maintain this plan to to provide you with peace of mind that you have enough resources, and are “on track”.

How much is enough?

We use sophisticated cashflow planning software to model your lifetime income and financial resources. This helps us to make appropriate recommendations that maximise your chances of living the life you want to, without the worries that you could run out of money.

Where can I get more information?

Please head over to our financial planning website – https://wingatefp.com/

Our Approach

A 5 step process to deliver a truly compelling employee benefit proposition

01

Step 1

Consultancy

02

Step 2

Scheme Design

03

Step 3

Employee Engagement

04

Step 4

Scheme Management

05

Step 5

Governance

01

Step 1

Consultancy

02

Step 2

Scheme Design

03

Step 3

Employee Engagement

04

Step 4

Scheme Management

05

Step 5

Governance
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Would you like more detail on how we could add value to your employee benefit proposition?