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 21 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
Local Expertise Outperforming City Wealth Managers
For the past eight years, Wealth-X, the leading global wealth information researchers, have collaborated with the Financial Times newspaper to inform readers of the top performers in the UK’s wealth management industry. This year’s results were published in the FT...
read moreBank of Mum and Dad Need To Stay Within The Rules
According to recent research, ‘The Bank of Mum and Dad’ risk incurring accidental inheritance tax (IHT) bills due to not fully understanding the rules on gifting money to family members and friends. Nervousness and confusion were cited as key factors in not fully...
read moreFinancial Market Uncertainty Following General Election Result
The General Election result has, without doubt, provided our nation with more questions than answers as Theresa May’s gamble to strengthen her position by obtaining an increased majority in the House of Commons failed dramatically last night. Whilst we await further...
read moreA Broker To The Rescue!
Remarkably, in an era when so many of us shop around to find the best available deals on our car insurance, utility bills and will spend hours trying to shave a few pounds off holiday flights, would you believe that 58% of people have never remortgaged to a better...
read moreDon’t Let Mortgage Lenders’ Assessments Hamper Your House Move
The latest data from the British Bankers Association shows that lenders’ increased scrutiny has slowed down mortgage approvals for the third month running – with remortgage approvals at their lowest level since November 2006. Industry experts feel that banks and...
read moreThe Tempting Alternative To A Buy To Let Investment
The phased removal of tax relief for would-be buy to let landlords, plus a stamp duty surcharge on second property ownership, has seen a big fall in demand since April 2016 when the new rules came into effect, as well as a reduction in mortgage approvals from lenders....
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.