WINGATE WEALTH MANAGEMENT LIMITED

Reference number: 478923

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Authorised by the FCA

This firm is on the FCA register and authorised to carry out regulated activities.

Identity

Check their details

Compare these against whatever you were given. Scammers clone real firm names and reference numbers but use their own phone number and website, so a detail that does not match the register is the clearest warning sign there is.

Also trades as
  • Wingate Financial Planning
  • Wingate Portfolio Services
  • Wingate Trust and Estate Planning

Company details

From the company's Companies House record.

Company number
06469596
Company status
Active
Company type
Private limited company
Incorporated
10 January 2008 (18 years old)
Registered office
Quadrant House North, 61-65 Croydon Road, Caterham, Surrey, CR3 6PB, England
Nature of business
  • Activities auxiliary to financial intermediation not elsewhere classified (SIC 66190)

Current directors and secretaries

Name Role Born Appointed
Paul Robert Weeks Director Oct 1971 10 Jan 2008
Benjamin David Clarke Director Dec 1969 10 Jan 2008
Alistair Neil Cunningham Director Jun 1979 10 Jan 2008

Check on the FCA register → Report a scam →

Activities and protection

What they can do, and how you are protected

  • Hold or safeguard your money · Manage or trade investments FSCS may apply
    Eligible investment and pension claims are typically FSCS-protected up to £85,000 per person, depending on the product and your circumstances.
  • Give regulated advice FSCS may apply
    A claim for unsuitable advice is itself FSCS-protected, up to the limit that applies to the product you were advised on.
  • Sell or arrange insurance FSCS may apply
    Eligible insurance claims may be FSCS-protected, often 90%, or 100% for compulsory or long-term cover.
  • Lend or arrange credit No FSCS cover
    Consumer credit is not covered by the FSCS, so there is no compensation scheme if the firm fails.

Check your FSCS cover →

Show FCA detail (10 permissions)
  • Advising on investments (except on Pension Transfers and Pension Opt Outs)
  • Advising on Pension Transfers and Pension Opt Outs
  • Arranging (bringing about) deals in investments
  • Arranging safeguarding and administration of assets
  • Assisting in the administration and performance of a contract of insurance
  • Dealing in investments as agent
  • Debt-counselling
  • Making arrangements with a view to transactions in investments
  • Managing investments
  • Providing basic advice on stakeholder products

Complaints: You can refer a complaint about this firm to the Financial Ombudsman Service for free, whichever activity it relates to.

Track record

FCA actions and complaints

No FCA disciplinary action, and no complaints recorded with the Ombudsman.

Names it no longer trades under

This firm has retired one trading name. If you were contacted under one of these, the name did belong to this firm, but check the current details above before going ahead.

Show the retired name
  • Wingate Mortgage Services

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Common questions

Frequently asked questions

Is WINGATE WEALTH MANAGEMENT LIMITED FCA authorised?
Yes, WINGATE WEALTH MANAGEMENT LIMITED (FRN 478923) is authorised by the FCA to carry out regulated activities.
Is my money safe with WINGATE WEALTH MANAGEMENT?
It depends on the product, but eligible claims may be protected by the FSCS. You can also refer complaints about WINGATE WEALTH MANAGEMENT to the Financial Ombudsman Service, free of charge.
Is WINGATE WEALTH MANAGEMENT a scam or clone?
WINGATE WEALTH MANAGEMENT is a genuine FCA-listed firm. However, scammers sometimes clone authorised firms. Always check that the contact details you were given match those on the FCA register before sending money or sharing information.
What is WINGATE WEALTH MANAGEMENT's Firm Reference Number (FRN)?
WINGATE WEALTH MANAGEMENT's FRN is 478923. You can verify it on the FCA register.