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 020 8977 7090
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
Considering A Lifetime Mortgage To Boost Your Life-Finance Balance
Being mortgage-free at 55 is a situation many of us can only dream of – lifting the pressure of making monthly repayments and freeing your budget to focus on what really matters in your life is without doubt a shared aspiration. Financial peace of mind in times of...
Unexpected Surge In Property Interest – But Will It Last?
The re-opening of the UK property market, following seven weeks of restrictions during lock-down, has seen a surge in viewings and offers, a combination which, it is hoped, will stave off the worst of the predicted house price drops from reaching fruition – in the...
Protecting You Against COVID-19 Phishing Scams
More people have been spending their time online under lockdown, whether to connect with family, carry out their work from home, or stay entertained with film and TV streaming sites. Unfortunately, this uptick in internet usage has also led to a spike in...
Whatever It Takes Matrix
A series of emergency financial measures have been introduced in the past week or so, leaving many people unsure as to who’s eligible for what and when. This handy matrix guide offers some clarity to individuals/employees, self-employed individuals, as well as...
We Are Here To Help
We wrote last week about our service and the steps we were taking in response to Coronavirus. We have been monitoring the situation closely and updating our planning. We are open and here to serve our clients. Looking after our clients, colleagues and their families...
We Are Officially Nominated Key Workers – Remaining Fully Available To Our Clients To Offer Advice And Guidance During This Crisis
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...
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 therein should not be regarded as an offer or solicitation to conduct investment business in any jurisdiction other the UK.
