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
Equity Release Products Come Of Age
Over the past few years there has been an increasing amount of media coverage, and media advertising, focused on Equity Release and Lifetime Mortgage products. You’ve no doubt seen the television marketing that has started to pop up during day-time ad breaks. Equity...
read moreA Safety Blanket For You And Your Family
Nobody likes a bad news story, or hearing about how peoples’ lives have been affected by a tragic twist of fate or a sudden life-changing illness or injury, but it is an unfortunate fact that sometimes the circle of life turns to impact a family member or loved one…...
read moreA Positive Impact On Your Families Finances For Generations To Come
According to data released by financial analysts, Canada Life, inheritance tax (IHT) receipts are set to double over the next decade, which would equate to £10bn per year by 2030. IHT receipts hit record levels this year already, jumping to £5.4bn, up from £5.2bn in...
read moreHow Would This Affect Your Family?
The Bank of England has indicated that interest rate rises could become "more frequent" than had been previously forecast - with the Bank’s Governor, Mark Carney, predicting that if the ongoing Brexit stalemate continues, along with an expected pick-up in inflation...
read moreMore Release Options Than Ever For Home Owners
Data that covers the start of 2019 has shown that demand for equity release products has broadened, with property wealth being used to meet a growing range of needs in later life. The fast developing sector is now serviced by hundreds of product options that can be...
read moreFive Main Changes For The New Tax Year
With the new financial year start-date just a week away, we thought it was timely to update our clients and professional partners on the five main changes to tax rates and allowances that could affect you over the next 12 months. If you have any...
read more
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.