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 are The Financial Planning Group?
The Financial Planning Group are Independent Financial Planners based in Teddington. We were established in 1993 by the current managing partners – Alan Clifton and Tim Norris.
Whilst many clients have disparate products from numerous companies providing a basic framework for their future, the lack of a cohesive planning strategy has made it difficult for us to relate this to our clients’ goals and aspirations.
Having recently undertaken a thorough review of our business and incorporating direct feedback from our clients, we have re-engineered what we stand for and what our services are. By harnessing the latest technology and software, advocating an investment philosophy based on long-term scientific research and not speculation, bespoking our service to our clients’ requirements, we are able to offer a truly individual financial planning service.
We do not ignore your legacy
One of the main benefits of this service is that we help our clients understand the financial products they have accumulated to date.
We advise on:
Personal Pensions, Stakeholder Pensions, SIPPS, SSAS, company benefits, government schemes, state benefits, ISA’s, PEPs, TESSA’s, onshore investment bonds, offshore investment bonds, OEICs, unit trusts, investment trusts, ETFs, VCTs, EIS, structured products, mortgages, mortgage protection, term assurance, endowments, critical illness cover, income protection, family income benefit, savings accounts, cash ISAs, national savings certificates, child trust funds, and private medical insurance.
Change the relationship you have with your money…
Call us on 0800 731 7614
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.