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
Staying Focussed Through The Market’s Volatility
As you will no doubt be aware, stock markets have been extremely jittery in recent days, due to the political situation on both sides of the Atlantic. In the UK, the FTSE 100 has bounced back to some degree after a heavy fall on Thursday, however, with so much at...
read moreA Good Divorce… Yes You Did Read That Correctly!
That headline will undoubtedly have caused a fair few of our readers to splutter whilst drinking their morning coffee, however, this week sees a series of events and press activity by Resolution, the national organisation of family lawyers committed to...
read moreMen v Women: Equal Retirement Ages, Unequal Retirement Confidence
This month sees the retirement ages of both men and women achieve parity for the first time in 70 years, however, research by Aegon highlights that almost half of women (49%) admit they are not confident of being able to enjoy a comfortable retirement, compared to a...
read moreSouth West London & Kingston Upon Thames Named As UK Inheritance Tax Capitals
Families in South West London, Kingston-upon-Thames and Guildford, along with Brighton on the South Coast, have been named as living in the inheritance capitals of the UK after recent statistics show that inhabitants from the areas paid more Inheritance Tax than...
read moreRightsizing – Downsizing With A Vision
According to recent data released by the Centre for Ageing Better (CfAB), young people struggling to get on to the housing ladder face a new threat, which comes in the form of retirees competing for private sector rented accommodation. Generation Rent, as those...
read moreThe Importance of Trusts in Financial Planning
Financial adviser research1 carried out by Old Mutual International highlights the importance of trust planning and the increase in demand from Clients. Financial Planners add real value when advising their clients on tax and financial planning aspects, and trusts...
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.