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
Prestigious Award For FPG’s Platform
The software platform The Financial Planning Group uses to manage our clients’ investment portfolios has been recognised by an independent panel of judges, chaired by Personal Finance Society chief executive Keith Richards, as the best platform provider for funds over...
read moreA Third Of Retirees Spent Longer Choosing Car Than Pension
Did you know that a third of retirees spent more time choosing their car than they did choosing their pension? Ok, to many of us, enjoying the nicer things in life, and embracing a sense of Carpe Diem when the time is right is fully understandable, however, new...
read moreMake The Right Equity Release Decisions
To many older home owners, using some of the equity that is locked within the value of their home is becoming an increasingly attractive proposition, but choosing the right product, or lender, often makes research confusing and decision making daunting. Lifetime...
read moreImportant Advice For Generous Grandparents – The Satisfaction Of Giving
Rising property prices and the increasing cost of further education mean that today’s young adults face a much greater financial hill to climb than previous generations. And increasingly it's grandparents who are coming to the rescue. The Council of Mortgage Lenders*...
read moreFresh Pension Victim Warnings – Avoid The Scammers By Using A Chartered Financial Planner
City regulators are launching a new campaign with the intention of targeting savers in their 40s, 50s and 60s about the ongoing rise in pension fraud scams, as well as making it easier to establish whether the companies they deal with are authorised. New data shows...
read moreMortgage Rate Rises – What It Means For South West London Homeowners
The Bank of England’s controversial decision to raise the base interest rate last week, for only the second time in a decade, is bound to have an impact on millions of UK homeowners and mortgage holders, especially if a fixed rate agreement is not in place with their...
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.