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
Mortgage Payment Break Due To COVID-19 – How To Apply and What’s The Procedure?
Firstly, We hope you and your families are safe and well. The government announced its emergency mortgage assistance measures earlier this week, with mortgage lenders agreeing to offer home owners a three month ‘holiday’ from their monthly payments if they are...
Is Now The Time To Secure A Low Fixed Rate Mortgage?
We have had a lot of calls from clients keen to take advantage of the many medium and longer term fixed rate mortgage, or re-mortgage, deals currently available. With so much uncertainty right now, many home owners are preparing in advance and fixing their monthly...
Budget Summary: Spring 2020
Rishi Sunak’s first Budget took place against the backdrop of the global outbreak of COVID-19. Not surprisingly the UK’s response to this was the initial focus – providing some much needed short term financial measures in the current uncertainty, from ensuring...
Do You Have A Patchwork Pension?
Like many people who have moved jobs, or even changed careers, during a working lifetime, you may be in a position where you have several smaller-sized pension pots spread out over several different companies. In most cases, consolidating a ‘patchwork of pensions’...
Housing Boost Plus Amazing Mortgage Rates
According to figures released by Britain’s estate agents and lenders, it would appear that UK’s housing market is experiencing somewhat of a boost since December’s election, with 2020 emerging as an optimistic year for home owners. Although the medium-long term...
Retirement Interest Only Mortgages and Home Equity Solutions
We offer bespoke advice for clients interested in using some of the equity locked into their home’s value to make improvements, pay off existing loans or debt, to help a loved one onto the property ladder, or enjoy a more comfortable retirement. There are many new,...
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.
