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
Avoiding The Retirement Tax Traps
After a lifetime’s hard work, and years of getting up at the crack of dawn ahead of a long commute, the thought of a well-earned, long and happy retirement is certainly an appealing prospect to men and women of a certain age. However, to ensure the finance side of...
read moreBushy Park Chestnut Sunday Takes Place On May 6th
One of Teddington's most looked forward to events, the annual Chestnut Sunday Parade, takes place on Sunday 6 May this year. The avenue of chestnut trees in Bushy Park was established during the reign of William and Mary (late 17th century) after Sir Christopher Wren...
read moreThe Financial Planning Group Spring Newsletter
If you would like more information on any of the topics in this newsletter, or to arrange a financial planning consultation, please fill in your details below, or call us on 0800 731 7614
read moreBuy To Let Mortgages At Historically Low Rates
As we approach to the second anniversary of the additional 3% stamp duty levy that was introduced for Buy To Let (BTL) purchasers, landlords should be reminded that BTL rates are now running at 1% lower than they were in 2016, with many BTL providers also having...
read moreThe Tax Year End Is Fast Approaching – Time For Action
With the tax year end fast approaching on April 5, The Financial Planning Group thought we would highlight certain changes for the forthcoming tax year – timing is often the key ingredient in tax planning, so now is the perfect opportunity to take stock of your...
read moreEnergy Performance Implications for Landlords and Home Owners
Landlords should be aware that it will be against the law in England and Wales to grant a new tenancy, to either new or existing tenants you’re your property doesn’t have an Energy Performance Certificate rating of ‘E’ or above. It should also be noted that mortgage...
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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.