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.

LATEST NEWS

Will New Loan Deals Ease Landlords’ Concerns?

Buy-to-let landlords fear that new ‘stress test’ regulations that were introduced this year, which dictate that a landlord’s rental income must cover 125% of their mortgage interest costs, as well as a hypothetical interest rate of 5.5%, will make remortgaging their...

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Acceptable Tax Planning Versus Tax Avoidance

HMRC's latest weapon in the battle against tax evasion and avoidance is the introduction of new penalties against 'enablers' of unacceptable tax avoidance schemes. HMRC's specific avoidance armoury now consists of: DOTAS (Disclosure Of Tax Avoidance Schemes) - their...

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Santander Unveil Lowest Ever Deals

If you are considering moving home, or re-mortgaging your existing property, the unveiling of Santander’s new product range could have come at the perfect time for you. The lender launched its lowest-ever fixed rate mortgage, a 0.99 per cent 18-month loan at 60 per...

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New Tax Incentives For Pensions Advice

Pensioners who find themselves confused by the myriad of options available to them, yet are put off seeking professional advice because of the possible cost implications, will be heartened to learn that from April 2017, those planning for later-life financial...

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The Curse of Long Term Cash

As bad financial habits go, ‘saving too much’ does not, on the face of it, seem too bad a position to be in. However, according to data issued by pension provider, Royal London, the amount of money squirreled away in low-interest cash Isa accounts could be costing the...

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Ten Reasons To Pay Into Your Pension Before April

Pensions remain the most tax efficient way to save for retirement. And the new freedoms have removed any lingering barriers to accessing funds and passing on unused funds on death. To ensure your clients don't miss an opportunity for a top up, we've put together 10...

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FPGlogo
The Financial Planning Group

 

1 Cambridge Road,
Teddington,
Middlesex.
TW11 8DT

 

0800 731 7614
enquiries@fpgonline.co.uk

 

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.

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.