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
Information Is Power – So Keep Your’s Secure
Phoenix, the pensions group which owns Axa, SunLife and Abbey Life, have released some worrying information that says more of its customers have reported approaches from unregulated companies after obtaining personal details about their pensions. Around 10% of the...
read moreMixed Forecasts On Interest Rate Rise
Economists have once again offered contrasting views on the short-term chances of a rise in interest rates following this week’s published inflation figures that showed the UK’s Consumer Price Index (CPI) had climbed to 3%, it’s highest level in more than five years....
read moreStress Test Your Pension Pot Before Taking A Dip
Ever since reforms to the Pension industry rules came into force in 2015, those over the age of 55 have been able to ‘dip in’ to their pension pots – but with those extra freedoms has come the temptation to spend in the short term on ‘living today’ rather than in...
read morePounds With Principles – Good Money Week
https://www.youtube.com/watch?v=5X-QdPtc4ZQ Sustainable and ethical investment and finance allows you to have a positive impact on the environment and society without sacrificing financial performance. Good Money Week, which runs between October 8-14, raises awareness...
read moreBaby-Boomers Could Be Far Better Off Taking Advice
A recent report into pension advice behaviour of those aged between 54 and 71 has found that those who had planned for their pension provision after taking professional advice were, on average, 39% a year better off in retirement than those who had made their...
read moreLondon House Prices Fall For First Time In Eight Years
September’s Nationwide House Price Index report shows that London has become the weakest performing region in the UK for first time since 2005, with house prices down 0.6% year-on-year. However, nationally, annual house price growth stable at 2.0% in September. The...
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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.