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.

Call Now ButtonClick Here To Call Us Now

The Financial Planning Group - COVID-19

 
Firstly, we hope you and your family are safe and well.
 
Here at The Financial Planning Group, we are assessing the COVID-19 situation on a daily basis and, as officially nominated Key Workers, our office will continue to operate as close to normal as possible and our staff will remain available during office hours to offer help and advice to our clients either on the telephone or via e-mail.
 
We are aware there may come a time when we have to close our offices temporarily, at which point we have a contingency plan that will come into practice to enable us to continue operating remotely. 
 
The COVID-19 situation is fast moving and changes on a daily basis, however, we will continue to offer our clients advice, as well as the reassurances they need at this very unsettling time.
 
Again, our phone lines will remain open, our staff will continue to operate, and access to your financial adviser will remain available.
 
If you have any concerns, please contact us in the normal way.
 
As always, stay safe and healthy… from all of us at The Financial Planning Group.
 
 
If you are not currently an FPG client, but would like to receive our e-newsletter updates, please enter your e-mail details below, then press the subscribe button. 

You have Successfully Subscribed!