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
What Goes Up Doesn’t Necessarily Have To Come Down
Investors are often conflicted about record-high stock prices. They are pleased to see their existing portfolio holdings gain in value but apprehensive that higher prices somehow foreshadow a dramatic downturn in the future. The traditional “buy low, sell high” mantra...
Only a FIFTH of the UK population want to move to a smaller home in old age.
Those are the findings of a recent report into the long-term plans of the nations retirees and calls into question perceived ‘downsizing’ ambitions as we grow older. Those questioned said they were simply too attached to their homes to consider moving, with...
Ethical Investing On Your Doorstep – Profit with Purpose
Why do people invest? The answer is usually to make money. There are various nuances but the primary objective, however, is profit. Historically, many of the highest yielding investments have focused on industries and companies that don't necessarily ‘do good' in the...
Londoners Using Equity To Purchase Another Property
Over the last few years the Lifetime Mortgage and Property Equity industry has seen a significant evolution, with many homeowners using the money locked into the value of their existing property to give themselves and their families greater flexibility and investment...
House Prices Forecast To Grow 4.5% In 2021
According to the latest property sales data by Hamptons, house prices looks set to end 2021 around 4.5% higher than a year ago, with a record 1.5 million homes having changed hands. Forecasts also point to further rises over the next three years – sparked by the...
Give Your Child Or Grandchild A Pension Boost
You can give your child or grandchild an enormous boost to their retirement planning with modest pension contributions today. Any UK resident under the age of 75 can add up to £3,600 into a pension plan each tax year, irrespective of their earnings. For example, by...
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.