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 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

New Optional Payment Lifetime Mortgages For The Over 65s

If you are aged 65 or over and living in, or buying, your own home with a small or no mortgage and want to borrow £10,000 or more, there is a new ‘optional payment lifetime mortgage’ product you may be interested in – especially if you’d like to pay some, or all, of...

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The Return Of The 95% Mortgage

A rise in house prices in recent months, combined with tighter lending restrictions due to Covid, has creating an even more challenging environment for first-time buyers who had faced increased scrutiny from lenders, tighter criteria and a shrinking range of high...

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Financial Vulnerability – Providing A Safe Pair Of Hands

The Financial Planning Group has a fiduciary duty to treat all our clients fairly and act in their best interests. We strive to provide a consistent client experience that is both fair and reasonable. Ensuring that clients in vulnerable circumstances are treated with...

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Amazing Mortgage and Remortgage Deals For 2021

It has been a hectic start to the New Year for the UK property market, and despite the current lockdown restrictions, estate agents and mortgage advisors are very much open for business and busy as the Stamp Duty holiday cut-off looms into view – not to mention...

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Housing Market To Stay Open During Second Lockdown

According to the Secretary of State for Housing, Communities and Local Government, Robert Jenrick, the property market will stay open during England’s second lockdown which is due to come into effect on Thursday and set to last until at least December 2nd. In a series...

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FPGlogo The Financial Planning Group    

1 Cambridge Road, Teddington, Middlesex. TW11 8DT

 

 

0800 731 7614 enquiries@fpgonline.co.uk

 

 

 

 

 

 

 

DOWNLOAD THE FPG BROCHURE HERE
CHARTERED FINANCIAL PLANNER BROCHURE DOWNLOAD

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.

The Financial Planning Group - COVID-19

 
 

Firstly, we hope you and your family are safe and well.

Looking after our clients, colleagues and their families is our priority, and we are determined to maintain the service you should expect from us.

In line with Government advice, we have closed our office and all staff are working seamlessly from home. You are able to contact us in all the usual ways and we are able to respond appropriately. We value your support and ask for your patience if some things take slightly longer than usual.

In addition, automated services such as income reinvestment, income payments to your bank account, regular savings collections and investment will all continue as normal.

We are following all the government’s advice, as you would expect, and we recognise that we all have a part to play in this.

We do not envisage having to make any further changes to our service but as the situation develops if this changes we will of course let you know.

In the meantime, on behalf of the whole team at The Financial Planning Group, thank you for your business and for your support and patience. We will continue to provide information as and when pertinent.

We wish you and your families all good health during this difficult time.

The Partners

 
 
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