For a simple, structured, disciplined and reviewable planning service...

Call us on 0800 731 7614

We want our clients to value our service, as much as we do.

Call us on 0800 731 7614

Change the relationship you have with your money...

Call us on 0800 731 7614

All The City Can Offer... Right On Your Doorstep

Call us on 0800 731 7614

Chartered Financial Planners –

In The Heart Of Teddington

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.


Your Thoughts On A 25% Fall In Your Home’s Value?

What are your thoughts on a potential 25% fall in the value of your home as a result of Britain voting ‘Leave’ on June 23? Whatever your reaction to that scenario, here at The Financial Planning Group, we don’t envisage local residents will be as cheery as Jeremy... read more

The Church Alters Direction Towards Ethical Investment

The Church of England, which has an investment fund of more than £9bn, has come under pressure in the past to “offload particular investments to reflect its values” notably a commitment to tackling climate change. And recent reports show, that during 2015,... read more

Tackling The Tax Waste Mountain

An increase in pension contributions over the last year has seen the UK’s tax waste drop by £300 million, however, as the following infographic shows, pension apathy is still the biggest area of tax waste – people aren’t using pensions as much as... read more

Bank of Mum and Dad Becomes Top Ten Mortgage Lender

According to reports in the press today, ‘The Bank of Mum and Dad’ is now equivalent to one of the UK’s top 10 mortgage lenders with an estimated £5bn plus set to be ‘lent’ in 2016. Research conducted by L&G’s Centre for Economics and Business Research estimates... read more

Buy-To-Let Mortgages: New Restrictions

Ahead of mortgage interest tax relief changes that are due to be implemented in April 2017, some lenders have already started to unveil new affordability criteria to ensure landlords don’t over expose themselves when taking out buy-to-let mortgages in the future. The... read more

Equity Release Alternatives For BabyBoomers

Figures released this week show that an increasing number of ‘equity rich, cash light’ BabyBoomers are deciding to sign up for Equity Release schemes and are borrowing record amounts against their home’s value. Almost £400m was released from homes in the first quarter... read more
The Financial Planning Group


1 Cambridge Road,
TW11 8DT


0800 731 7614


CII-Corporate Chartered Corporate Black

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.