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
Important 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 moreNewly Qualified Professional Mortgage News Boost
Young professionals looking to purchase their first home, or move up a rung on the property ladder, were handed some positive news this week after the Clydesdale Bank launched a home loan deal offering more generous income limits for those who have qualified within...
read moreFive Year Fix Deals Becoming More Attractive
With some experts predicting a small interest rate rise by the Bank of England in August, mortgage lenders have reacted by narrowing the gap between two and five-year fixed products – the interest rate for five-year deals is currently 1.89%, with a two-year deal...
read moreLasting Power Of Attorney Guide
As people get older, unfortunately, there may come a time when they are no longer able to make financial decisions for themselves. As that time approaches many people choose to set up a lasting power of attorney arrangement whereby a trusted friend, or family member,...
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.