FAQ

What is Wingman FP?

Wingman FP creates financial-planning tools for wealth managers. Our Retirement Fund Planning Tool is an online app designed to transform how wealth managers manage their portfolio of clients and the advice they give them to plan for their retirement.

What does the FP stand for?

Financial Planning. It's what we do and we stick to what we know.

Why is retirement fund planning an issue?

Up to 80% of working adults in the UK are not saving or investing enough and, as a result, are facing significant shortfalls in income during retirement. There is a generation of people in their thirties and forties who don’t have visibility of the required retirement fund they should be planning for today.

There are others who are within five to ten years of taking staged or full retirement who don’t have a clear understanding of what they should do now in order to meet their required income needs during staged or full retirement.

Retirement planning remains a complex subject with regular changes and developments to the sector, legislation, lifetime allowances and tax benefits. We simplify the financial modelling aspect and allow wealth managers to focus on their knowledge of the sector.

What sets you apart from other financial-planning software?

We work hard to keep things simple. Together will experts in wealth management we have developed planning tools which are web hosted, simple and client-friendly and which produce clean and clear projections and reports.

How do I sign up?

Wingman is currently in closed beta-testing. If you’d like an invite to try it out or would like to be the first to know when we launch, signup now.

How much does it cost?

Wingman is free to use during our closed beta-testing. We will announce full details of pricing at the end of the beta test.

Who do I tell if I have any problems using Wingman?

We are keen to help if you have any problems using Wingman, or if you discover a bug in the software. Just send an email to support@wingmanfp.com.

Do you share my account information?

We take the security of your information very seriously, and this is only used internally and for the sole purpose of improving the user experience. The site is securely hosted with an SSL
certificate to ensure data that is passed between the web server and browser remains encrypted and private. We will not share account information with any third party without your prior consent and will notify you of any change in the use of your personal information, as well as any choices you may have regarding your personal information.

How do I cancel my account?

If you would like to delete your account, please send an email to support@wingmanfp.com.

What do I do if I have a question not answered here?

Please get in touch at support@wingmanfp.com and we'll be happy to answer any questions.