We are an independent financial advice business established in Teddington, South West London in 1993. We provide financial planning solutions to individuals, families, companies, trustees, accountants and solicitors. We are fee based and unbiased, working with our clients to realise their financial goals.
Call us on 0800 731 7614
Our Mission Statement
We help individuals, families and businesses to place their financial affairs in context with their future goals and aspirations. We provide a simple, structured, disciplined and reviewable planning service. We will change the fundamental relationship people have with their money to give them confidence and clarity in their own future. We want our clients to value our service, as much as we do.
Who We Are
Established 25 years ago, we are Independent Financial Planners and Mortgage Brokers based in Teddington, serving clients in South West London and Surrey. By harnessing the latest technology and software, advocating a bespoke investment philosophy based on long-term scientific research and not speculation, we are able to offer a truly individual financial planning service.
Your Legacy
We help our clients understand their existing financial products and advise on: Personal Pensions, Stakeholder Pensions, SIPPS, SSAS, company benefits, government schemes, state benefits, ISA’s, onshore investment bonds, offshore investment bonds, OEICs, unit trusts, investment trusts, ETFs, VCTs, EIS, structured products, mortgages… plus many more products.
LATEST NEWS
My One Big Financial Regret? I Wish I’d Started Saving Into A Pension 30 Years Ago
This Mail on Sunday article offers a reminder of the importance of saving into a pension at as young an age as possible, as columnist Sally Hamilton tells readers, her one big financial regret is not starting to put money aside for retirement earlier. "Retirement...
read moreAre Families Feeling The Pinch?
New data issued by financial services firm, L&G, shows that although parents are still contributing significantly to help their children get on the property ladder, there has been a sharp downturn in that generosity over the past twelve months. According to the...
read moreGeneral Data Protection Regulations
General Data Protection Regulations In line with our obligations under the new general Data Protection Regulations (GDPR) that come into effect on the 25 May 2018, we have prepared a detailed privacy notice which sets out the personal data that we collect and the...
read moreNew Mortgage Options For Pensioners
The introduction of more choice into the retirement mortgage industry will be seen as a welcome development by millions of people in the UK who are concerned about their financial security in later life – none more so than credit-worthy pensioners stuck with...
read moreWhen Confidence Is Absolutely Key
Having absolute confidence in those entrusted to look after your hard earned money is imperative – whether that is the bank you choose to manage your day to day financial affairs, or the investment specialists tasked with ensuring you are maximising the...
read moreFPG’s Financial Software Platform Awarded First Ever ‘A’ Rating By AKG
The Financial Planning Group is delighted to announce an award – the first and only A rating (Superior) by AKG – for the financial strength of the Wrap platform we use. AKG is an independent organisation specialising in the provision of assessment, ratings,...
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The Financial Planning Group
1 Cambridge Road,
Teddington,
Middlesex.
TW11 8DT
0800 731 7614
enquiries@fpgonline.co.uk
FPG Financial Services LLP is authorised and regulated by the Financial Conduct Authority FCA Firm Number 713421.
The Financial Planning Group is the trading name of FPG Financial Services LLP.
This website is intended for investors over 18 years old who are resident in the UK only. The website and information contained therin should not be regarded as an offer or solicitation to conduct investment business in any jurisdiction other the UK.